top of page
Irvine Wealth Management logo
Baby, mother, and grandmother looking together
Smiling older Black couple embracing with mountains and water in background.
Smiling man with white hair carrying surfboard on beach
Happy elderly couple embracing outdoors
Elderly couple arm-in-arm walking on a sandy beach

Matthew Sassani

Chartered Retirement Planning Counselor

9870 Research Drive


Irvine 
, CA 92618

Phone:

(949) 788-1828

Fax:

(949) 788-1888

E-mail:

  • Facebook
  • Linkedin

matthew@irvinewm.com

Confident Retirement Planning

Professional man in suit and tie


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 

Free Monthly Newsletter

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

Subscribe

Schedule an Appointment

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

Schedule a Meeting

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.

Sign-up
Navigating Medicare Open Enrollment

Reviews annual enrollment dates and options for Medicare participants.

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

Are You Prepared for the High Cost of Dying?

Describes financial burdens associated with end-of-life care and funerals.

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

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.

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

HOT TOPIC: The Fed Lowers Rates in an Economic Balancing Act

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.

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

bottom of page