Mahdion Financial and Insurance Center

4370 La Jolla Village Drive, Suite 1025
San Diego, CA 92122-1268

Phone:

1-858-964-2107

Fax:

1-844-556-4284

E-mail:

mahdion.xavier@principal.com

Albridge Client Login

Access your Albridge accounts

MoneyGuide Pro Client Login

Access MoneyGuide Pro

Principal Client Login

Access your Principal accounts

Welcome to Mahdion Financial and Insurance Center. At Mahdion Financial, we provide an extensive list of financial services for individuals, corporations and many more. We have experience in numerous fields including but not limited to retirement, wealth management and investments. Mahdion Financial has years of experience in buiness owners and executive planning.

We are dedicated to helping our clients live their best lives through achieving their financial goals. Our clients are important to us and we strive to help them protect their financial futures.

Newsletters

Closed-End Funds May Offer Higher Income

Closed-end funds are considered to carry higher risk but may provide a higher income stream than traditional mutual funds holding similar securities.

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Key Retirement and Tax Numbers for 2026

This article provides 2026 contribution limits for retirement plans and various tax deduction, exclusion, exemption, and threshold amounts.

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What Is Value Investing?

At the heart of a value investing strategy is viewing the purchase of stock shares as becoming a part owner of a company.

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Medicare Open Enrollment: A Time for Choices

Each year from October 15 to December 7, Medicare offers an Open Enrollment period during which beneficiaries can review coverage options and make changes as appropriate.

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Calculators

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

Loan Payoff

How much will it cost to pay off a loan over its lifetime?

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

More Calculators