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 Other Sure Thing
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Trends in Charitable Giving
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Understanding Homeowner’s Insurance
Purchasing homeowners insurance is critical for protecting your home.
For homeowners who think their property taxes are too high, there are ways to appeal.
A quick look at how federal income taxes work.
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Ever wonder what the real value of a financial advisor is? It’s not just added portfolio returns.
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Estimate your monthly and annual income from various IRA types.
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate the total cost in today's dollars of various mortgage alternatives.
Estimate how much you have the potential to earn during your working years.
This calculator shows how inflation over the years has impacted purchasing power.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
The importance of life insurance, how it works, and how much coverage you need.
Learn more about taxes, tax-favored investing, and tax strategies.
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
There are some key concepts to understand when investing for retirement
The chances of needing long-term care, its cost, and strategies for covering that cost.
Agent Jane Bond is on the case, infiltrating the world of bonds.
Here are five facts about Social Security that might surprise you.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
Tulips were the first, but won’t be the last. What forms a “bubble” and what causes them to burst?
Would you guess that Millennials are effectively saving for retirement? Well, they are.