Thank you for visiting our website.
Many people find that having a trusted Independent advisor can provide financial confidence. At Beneficent Financial, we believe that the financial planning process, when done correctly, is much more than a series of transactions. It is not just about how you are doing, it is about how we are progressing as partners. It is about building a long term relationship.
We understand the challenges families face today and we take the time to listen to you. We work with you to devise a plan and course of action that is right for your unique situation. From managing debt, to saving for college, to retirement, these personal finance challenges can be overwhelming. Our commitment, our goal, is to utilize all of our resources to help you get the results you are looking for.
We think “outside of the box” and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction.
We offer Financial Planning and Wealth Management strategies for clients in the Greater Los Angeles Area and represent clients throughout Pasadena, La Canada, Glendale, Burbank, San Marino, Sierra Madre, Hollywood, San Gabriel Valley and the San Fernando Valley.
For more information, please feel free to contact us any time by calling (626) 795 - 7210, or via email: info@BeneficentFinancial.com
The Anatomy of a Supplemental Health Plan
Here’s a guide to explain all the parts of Medicare.
How to Bake a Pie-R-A
Roth IRAs are tax advantaged in a different way from traditional IRAs.
Four Really Good Reasons to Invest
There are four very good reasons to start investing. Do you know what they are?
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
What can be learned from the savings rate?
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Use this calculator to better see the potential impact of compound interest on an asset.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
There are a number of ways to withdraw money from a qualified retirement plan.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Here is a quick history of the Federal Reserve and an overview of what it does.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
A bucket plan can help you be better prepared for a comfortable retirement.
It's easy to let investments accumulate like old receipts in a junk drawer.
It’s never a bad time to speak with your financial advisor about changes in your situation.
What does your home really cost?