Retirement Planning, Estate Planning and Investment Management
![]() |
Magdaleno Financial Services is a combination fee and commission firm that voluntarily conforms to a fiduciary standard when advising our clients. As an independent firm with no proprietary products, our business model enables us to operate as fiduciary consultants and allows us the freedom to place the interests of our client’s ahead of our own when making recommendations. Our objective is to make a difference in the lives of our clients by designing and implementing prudent and focused financial strategies that will give greater comfort regarding their income and the preservation of their wealth. Founded in 2007 and based in Newport Beach, CA, our clients include select small business owners, professionals, and other high net worth individuals primarily in Southern California. The services that we provide include: Retirement Planning, Estate Planning, Investment Management, and Comprehensive Financial Plans. Benefits of working with Magdaleno Financial Services
|
Newsletters
-
Quarterly Taxes: Deadlines Keep Coming for the Self-Employed
If you are self-employed, do you know how to calculate quarterly estimated tax payments in order to avoid underpayment penalties?
-
The Cost of Family Caregiving
A look at the financial, emotional, and physical costs of family caregiving with some helpful suggestions for caregivers.
-
Three Lessons from Retirees
A survey of workers and retirees yielded three key findings that may prove helpful in planning for retirement. Find out more.
-
New Fed Policy Suggests Low Rates for the Long Term
The Fed now seeks to control inflation through the benchmark federal funds rate. Find out what this means for investors and consumers.
Calculators
-
Net Worth
A balance sheet summarizes your assets and liabilities and reveals your net worth.
-
Impact of Inflation
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
-
Estate Taxes
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.