top of page

Matthew Sassani

Chartered Retirement Planning Counselor

9870 Research Drive
Irvine 
, CA 92618

Phone:

(949) 788-1828

Fax:

(949) 788-1888

E-mail:

  • Facebook
  • Linkedin

Complimentary Financial Review

Sign up for a Complimentary Financial Review so we can look at the Strategies and Options available to help you meet your retirement goals.

Free Monthly Newsletter

Sign up to receive my Monthly Newsletter so you can see what others are doing to plan for their retirement years.

Schedule an Appointment

Let's set a time for an appointment with me.

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 

Analyzes the Fed's trade-offs between employment and inflation concerns.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

In addition to advancing philanthropic goals, strategic charitable donations may offer tax advantages.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

Shows how transfer-on-death designations help avoid probate costs.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

Describes benefits of volunteer travel for personal growth and giving back.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

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

This calculator can help you determine how soon you can pay off your mortgage.

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

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

bottom of page