Sponsor Spotlight: Beneficent Financial - Helping You Do Well So You Can Do Good
- Nisi Bennett
- Apr 15
- 2 min read
We're pleased to recognize Beneficent Financial as a valued sponsor of our summit. Their commitment to impact-focused financial guidance aligns perfectly with the mission-driven organizations in our community.
Personalized Financial Guidance with Purpose
Beneficent Financial stands apart through their dedication to providing individualized financial advice tailored specifically for people who want to make an impact in the world. Their approach goes beyond standard financial planning by focusing on the "why" behind your financial goals.
Understanding Your Unique Mission
No two people are the same, and Beneficent Financial recognizes that helping you achieve your unique objectives requires understanding what drives you. With decades of experience supporting individuals, companies, and foundations, they bring both the "know how" and the desire to "know why."
Whether your financial legacy will stay within your family or benefit the community at large, Beneficent Financial offers the expertise to help you create meaningful impact through sound financial strategies.
Strategic Wealth Management
Beneficent Financial helps clients manage their wealth to achieve specific goals while maintaining an acceptable level of risk. Their services include:
Classic asset allocation strategies
Management of portfolios with individual bonds and stocks
Specialized portfolios maximizing cash flows
Do Well So You Can Do Good
This powerful philosophy guides their approach to financial management. By helping you achieve financial stability and growth, Beneficent Financial enables you to direct more resources toward the people and causes you care about most.
Resources provided by Beneficent Financial
Calculators
How much retirement income will you need? How much life insurance is enough? What type of IRA is right for you?
Their financial calculators are designed as educational tools to help you estimate answers to common financial questions. They are not intended to predict future returns or results. Simply click on one of the general financial topics below and you'll find a selection of easy-to-use calculators about related financial topics.
Experienced Leadership
Beneficent Financial is led by Dan Rebmann, a registered representative and investment advisor representative of Momentum Independent Network Inc. (MIN), member FINRA/SIPC. MIN is a registered broker-dealer and registered investment adviser.
We're grateful for Beneficent Financial's sponsorship of our summit and their dedication to supporting individuals who want their financial success to fuel positive change in the world.
Thank you, Beneficent Financial, for helping our community align financial well-being with meaningful impact!
Beneficent Financial is a registered representative and investment advisor representative of Momentum Independent Network Inc. (MIN), member FINRA/SIPC. MIN is a registered broker-dealer and registered investment adviser that does not provide tax or legal advice. Past performance is no guarantee of future results.
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