Matthew Sassani, a graduate of London School of Economics, had 14 years of business management experience prior to joining American Express Financial Advisors, later Ameriprise Financial. As a financial consultant, he has been working with families and individuals, professionals, executives and business owners to help them plan, make well informed decisions and achieve financial success, since 1999.
At Irvine Wealth Management, we are dedicated to developing lasting relationships based on trust, service and knowledgeable advice. We believe in helping you assess your financial goals and participate in the management of your finances. One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products and services.
At Irvine Wealth Management, we are dedicated to developing lasting relationships based on trust, service and knowledgeable advice. We believe in helping you assess your financial goals and participate in the management of your finances. One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products and services.
Services
While developing a customized financial program, we will walk you through a step-by-step process that will help you feel confident in your decisions. Once your goals have been established, we will work with you to assess your present risks and opportunities and together we will develop appropriate strategies to suit your vision and objectives.
We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you reach your goals.
We specialize in Retirement Planning and offer a wide range of financial products and services to families and individuals, professionals, executives and business owners, to help them set up and manage their retirement plans, both before and after retirement. We believe you will be better able to achieve financial success by clearly defining your goals and making sound, informed decisions based on a solid long term financial plan.
If you leave a job or retire, you might want to transfer the money you've invested in one or more employer-sponsored retirement plans to an individual retirement account (IRA). An IRA rollover is an effective way to keep your money accumulating tax deferred. Using an IRA rollover, you transfer your retirement savings to an account at a private institution of your choice, and you choose how you will invest the funds.
There are many types of employer-sponsored retirement plans. One that may appeal to small businesses and to self-employed individuals is the savings incentive match plan for employees (SIMPLE) because, as the name implies, it is easy to set up and administer, and employers are allowed to take a tax deduction for the contributions that are made.
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