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Matthew Sassani

Chartered Retirement Planning Counselor

9870 Research Drive
Irvine 
, CA 92618

Phone:

(949) 788-1828

Fax:

(949) 788-1888

E-mail:

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Confident Retirement Planning

      
Matthew Sassani, CRPC®               

Chartered Retirement Planning Counselor

Welcome to our Web site, where you'll find a wealth of information in the form of newsletter articles, calculators, and research reports.

We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.

We're here to provide you with the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn't want you to miss any developments in the area of personal finance.

Sincerely,

Matthew Sassani 

Compares control, maturity, and performance differences between individual bonds and bond funds.

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Shows how high-income earners can create tax-free retirement income via workplace plans.

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Explains special costs and financial implications of condo ownership.

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Notes record issuance of municipal bonds and their tax-exempt appeal.

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This calculator can help you determine whether you should consider converting to a Roth IRA.

How much Disability Income Insurance do you need?

This calculator can help you estimate your annual federal income tax liability.

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

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