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News | Beneficent Financial

Stay informed and up-to-date with our latest news posts on all things related to financial planning and wealth management. Our news articles are a valuable resource to help you make informed decisions and plan for a secure financial future.

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Contact Us | Beneficent Financial

It’s your retirement, you should have control over it. We offer our experience and knowledge to help you design a custom strategy for financial independence. Contact us today to schedule an introductory meeting or register to attend an event!

READY TO TAKE

For more information about any of our products and services,
schedule a meeting today or register to attend a seminar.

THE NEXT STEP?

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Office

3858 E. Colorado Blvd.

Pasadena, CA 91107

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Telephone

(626) 795 - 7210

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License#

0B37879

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Email

info@beneficentfinancial.com

 

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Important Disclosures

This content is for informational purposes only and is not intended as tax or legal advice. Please consult your tax or legal professional for guidance regarding your specific situation.

Our strategies include the use of insurance and annuity products as part of the income planning process. These products each have a unique set of fees, liquidity risks, surrender charges, and growth assumptions. A complete evaluation of any product recommendation will be provided to review prior to any implementation.​

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Insurance and annuity guarantees are subject to the financial strength and claims-paying ability of the issuing insurance company. Insurance products are not deposits or obligations of a bank, not FDIC/NCUA insured, and may be subject to fees, surrender charges, and holding periods.

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Beneficent Financial is an insurance services firm. We do not provide investment advisory or securities brokerage services.

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