Richard Magdaleno, CFP® ChFC®

5001 Birch Street
Newport Beach, CA 92660

Phone:

(949) 200-7559

E-mail:

Improving Outcomes Through Prudent Planning

Developing a well thought out investment strategy for financial success can seem as daunting as a steep mountainous landscape to anyone who does not have the time, training, or resources to navigate the terrain. Magdaleno Financial Services, founded in 2007, has been advising and guiding clients on bridging the gap to their financial objectives through prudent investment strategies.

Magdaleno Financial Services provides comprehensive, strategic, investment and financial guidance that focuses on asset preservation and enhancement. We understand the value of the “personal touch” and how important it is for us to be responsive and proactive to the needs of our clients.

True financial security aligns your wealth to enable your goals in life and all the financial considerations in between. Allow us to help you plot a course to your best life.

Take control of your future: Schedule a Complementary Meeting Today

Newsletters

The Employment Situation: A Closely Watched Report

Among all the economic indicators released each month, the Employment Situation is one of the most highly anticipated and can move financial markets.

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Midyear Checkup: Can You Contribute More to Your Retirement Plan?

With traditional pensions in decline, its up to the individual employee to build retirement savings in a work-based account.

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Index Funds: Traditional and Not-So-Traditional

While all index funds attempt to track the performance of a market index, there are hundreds of indexes and at least two alternate approaches to traditional indexing.

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Don't Overlook the Value of Social Security Survivor Benefits

While life insurance might play a central role after the death of a financial provider, Social Security could also offer another important source of income for survivors.

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Calculators

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

More Calculators