Our Services

 
 
 

Our Specialties

 

What can Beneficent Financial do for you?

Our Statement »

 

PLAN DESIGN

  • Wealth Accumulation Strategies

  • Retirement Planning

  • Tax Planning

  • Estate Planning

  • Wills and Trusts

  • Education Funding

  • Charitable Giving

  • Pension Plans

    • 401(k) Plans

    • Profit Sharing Plans

    • Defined Benefit Plans

    • Cash Balance Plans

    • 412(K) Plans

  • Wealth Transfer Strategies

  • Buy/Sell Agreements

  • Deferred Compensation Plans

  • Employee Benefits

INSURANCE

  • Life Insurance

  • Term

  • Universal Life

  • Variable Life

  • Whole Life

  • Long-Term Care

    • Individual

    • Group

 

WEALTH & RETIREMENT PLANNING SYSTEMS

  • Destination Planning

  • Portfolio Stress Analysis

ALTERNATIVE INVESTMENTS

  • Limited Partnerships

  • Tax Credit Programs

  • Oil and Gas

  • Gold and Silver

ADVOCACY

  • Social Security Support

  • Business Coaching

  • Life Coaching

  • More!

INVESTMENTS

  • Stocks

  • Bonds

  • Mutual Funds

  • Cash

  • Real Estate Investment Trusts (REITs)

  • Annuities