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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Income Investors May Find Closed-End Funds on Sale
Do you know the differences between open-end and closed-end funds? This article compares the two.
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Full House: Adult Children Coming Home
If your adult children have returned to your once-empty nest, these tips might help promote a peaceful and productive living situation.
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Student Loan Stress? These Plans Might Help
This article outlines the basic provisions of income-driven repayment plans that can help reduce the burden of federal student loans.
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.