Beneficial Capital Group

In our practice, we provide personalized financial advice to help you manage the impact of taxes over your lifetime and beyond. Working with your tax professional and using our exclusive Confident Retirement® approach, we consider options such as Roth IRA conversions and other tax-free investments,tax-free college savings plans and charitable gift-giving, tax diversification and tax-efficient withdrawals from retirement accounts. Together, we can help you meet your financial future with more confidence.



Advisors

Jason J Innocenti

Jason J Innocenti

RFC®, CKA®

Financial Advisor

Chief Executive Officer of Beneficial Capital Group
Visit Jason J Innocenti's website
Joseph A Siragusa

Joseph A Siragusa

RFC®

Financial Advisor

Managing Partner
Visit Joseph A Siragusa's website
Paul Nader

Paul Nader

CRPC®

Financial Advisor

Managing Director
Visit Paul Nader's website