Skip to main content

Home
About Us
Planning For The Future
Learning Center
Client Account Access
Contact Us
DOY Retirement Plan

Matthew Sassani
Chartered Retirement Planning Counselor

What Is a Financial Wellness Plan?

A financial wellness plan is a strategy that strives to address four key objectives.

Matthew Sassani is a Financial Planner and an Investment Advisor, California Insurance License 0C89659. Advisory Services offered through Cooper McManus, a SEC Registered Investment Advisor. Cooper McManus and Irvine Wealth Management are not affiliated. Cooper McManus, and Irvine Wealth Management do not provide tax or legal advice. Investors must consult their tax advisor or legal counsel for advice and information concerning their particular situation.

This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.

Site Map