Retirement Planning, Estate Planning and Investment Management
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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
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Newsletters
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The Beige Book: A Timely Economic Read
The Federal Reserve’s “Beige Book” provides a broad overview of the economy that is often essential for making economic policy decisions.
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Five Tips to Regain Your Retirement Savings Focus in 2021
This article presents five steps that could help focus and enhance a retirement savings strategy in 2021.
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Five Investment Tasks to Tackle by Year-End
2020 market turbulence underscores the importance of reviewing an investment portfolio. These five steps could help keep it on track.
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Survivor Benefits Provide a Financial Lifeline
Decisions made when claiming Social Security retirement benefits can make a big difference in spousal and other dependents’ survivor benefits.
Calculators
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Net Worth
A balance sheet summarizes your assets and liabilities and reveals your net worth.
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Impact of Inflation
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
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Estate Taxes
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.