Sacramento's Devastating Cost to Gold Country

Taxes. Living Trusts. Economic Uncertainty. Get Actionable Information to Protect Your Retirement.

Recently passed Proposition 19 means many Californians won't be able to pass on their property without major tax reassessments. Now, even more new taxes are being discussed. You CAN protect yourself, but the first step is to educate yourself on the state of affairs at hand.

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Information you need

See for yourself why your neighbors have found our educational seminars informative and empowering.

Learn how to grow your assets and boost returns WITHOUT the risk of losing money in the stock market.

Get vital information affecting 70% of retirement plans. This information will protect you from major medical bills, ensure your access to skilled nursing, and protect your dignity in your senior years.

And finally, learn how to plan for a child or grandchild’s education with steady growth, tax deferral, and flexibility whether they choose college, trade school, or even a down payment on a home.

Partners & Sponsors

Our Official Partners and Sponsors

We thought we had a lot of financial security, but they presented some things we had not considered... and they do a great job of explaining it.

Susan P.

I attended Eric and Charles' last seminar and the information was educational and empowering. Attending is a gift to yourself to make smart financial decisions and have the life you want.

Linda B.

Great firm to work with. Both Charles and Eric treat you like family. Five stars!!!!

Gia B.

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The pros

Meet Your Team

The BeneficialHorizon story

Our Story

BeneficialHorizon Capital is built on the strength of a dynamic partnership between Charles Triana and Eric Eisenhammer, offering a comprehensive approach to financial services.

Charles, our Senior Advisor, brings over a decade of experience in financial planning, risk management, and wealth preservation. His ability to guide clients through complex financial decisions with clear, practical advice ensures that individuals and families can confidently protect and grow their wealth.

Eric, as the Wealth Accumulation Specialist, leverages his degree in finance from Cal State Northridge and 15 years of experience in taxpayer advocacy to craft personalized strategies for long-term financial success. With licenses in life, health, accident, property and casualty. Eric is dedicated to helping clients build a solid financial foundation and achieve their goals.

Together, Charles and Eric form a powerhouse team that prioritizes client success, offering tailored financial solutions that provide security and growth for the future.

States Licensed: California, Nevada, Illinois, Texas, and Iowa

Medicare AHIP Certified Since 2012

Roth, SEP, IRA Plans, (Qualified & Non Qualified), Annuities, Mutual Funds, Rollovers

Investment Management

Investment Management: Expert guidance to optimize and grow your financial portfolio through strategic investment decisions.

Tax Planning

Tax Planning: Tailored strategies to minimize tax liabilities and maximize your overall financial well-being.

Living Trusts

Guidance in establishing and managing living trusts, ensuring assets are properly transferred and managed according to their wishes for estate planning and wealth preservation.

Your Destination for Essential Information

We build long term mutually beneficial relationships with our clients.

Headlines

Sacramento’s New Taxes Could Blindside Families — Free Event in Folsom

If you’re planning for retirement, own property, or simply want to safeguard your family from the latest moves coming out of Sacramento, this is one event you won’t want to miss.

October is Economics Education Month, and at BeneficialHorizon, we’re not just talking about it. We’re doing something real.

This month marks the graduation of the first cohort from our Financial Plan Course, a free online program where students learned how to create a working budget and build a long-term financial plan.

BeneficialHorizon Capital Announces Launch of GoldenTicketProgram.com

Powerful strategy combines the timeless strength of gold with cutting-edge indexing, adaptive technology, and insurance-backed protection.