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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Crisis Relief: Financial Lifelines for Affected Workers
Temporary crisis relief legislation makes it easier to access retirement account funds and extends paid leave for workers at some small businesses.
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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.
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Should You Pay Off Student Loans Early or Save More for Retirement?
Wondering whether you should pay off student loan debt today or save for the future? Here are some considerations to help make the decision.
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Three Questions to Consider During Open Enrollment
Making benefit elections for next year? This article covers three key areas that require careful consideration during open enrollment.
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.