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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Where to Look for Lost and Forgotten Money
States hold unclaimed property for about one in 10 Americans. Here are some online resources that may help you find out if you’re one of them.
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401(k) and IRA: A Combined Savings Strategy
Do you know the differences between a 401(k) and an IRA? Find out how they might work together to boost your retirement assets.
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Planning to Quit Your Job? What to Know Before You Go
Millions of U.S. workers voluntarily left their jobs in 2021. Here are some things to keep in mind if you’re considering quitting.
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HOT TOPIC: Antitrust Crackdown Aims to Increase Competition
See how an executive order to curb excessive consolidation of industry might affect consumers, small businesses, investors, and the economy.
Calculators
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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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Net Worth
A balance sheet summarizes your assets and liabilities and reveals your net worth.
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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.