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Reach Financial Freedom on Your Terms

What is Beneficent?

be·nef·i·cent - /bəˈnefÉ™sÉ™nt/

 

Adjective : “doing good or causing good to be done; conferring benefits; kindly in action or purpose.”

Our
Services

Beneficent Financial helps you build a secure financial future with comprehensive financial planning services.

 

We specialize in helping clients to create a plan tailored to their individual goals and needs.

FINANCIAL

PLANNING

  • Tax Planning

  • Roth Conversions

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We provide comprehensive financial planning that is holistic to help you achieve your financial goals

RETIREMENT

ADVICE

  • Income Planning

  • Dynamic Distributions

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We provide you with a retirement plan and distribution strategies designed to provide a predictable retirement income stream.

INSURANCE

SOLUTIONS

  • Insurance Planning

  • Asset Protection

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We review your coverage to make sure you and your loved ones are protected. We have solutions to also protect your assets.

Success Stories

WHAT OUR CLIENTS

ARE SAYING ABOUT US

“Cathy is the bubbles of foam in my cappuccino....always taking me to the top. Thanks to all the staff- They make my life better.”

-M.G.

The testimonials provided are individual experiences and are not a guarantee of future results.

Retirement Age Planning

Retirement is that wonderful phase in life where you can finally savor the fruits of your labor. However, navigating the complex world of financial planning and retirement planning can be quite daunting. There’s no universal solution since everyone’s financial needs and risk tolerance are unique. That’s why we excel at tailoring strategies providing expert guidance to align with your individual goals and creating the best retirement plan.

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Our seasoned team has a remarkable track record of helping individuals from diverse backgrounds achieve financial prosperity and relish retirement on their terms. We are committed to working diligently and intelligently to ensure you have the resources you need, precisely when you need them.

 

If you’re eager to take charge of your retirement and secure a more fulfilling lifestyle, you’re in the right place. Let’s engage in a conversation about your specific circumstances and craft a personalized retirement plan that suits you to a tee. Reach out to us today and discover how we can make a meaningful difference in your financial future. Your retirement age dreams, our financial expertise – a perfect match

1.
DISCOVER

Schedule a meeting to sit down with us and discover what your ideal retirement looks like.

2.
EVALUATE

Using the Beneficent Portfolio Review, we’ll examine your current financial situation and determine your retirement needs.

3.
PLAN

Receive a custom strategy designed to help you reach your unique retirement goals.

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?

Beneficent Logo transp bkgrd.png

 

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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