Bob Bassari, Investment Advisor, Financial Planner

Bob Bassari. President & CEO

I  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 and retirement planning process. This site was created to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, I hope you see the value of working with skilled professionals to pursue your financial goals.

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

Even though I concentrate on retirement planning and the ins and outs of Qualified and Non-Qualified plans including but no limited to:


I also offer  a wealth of information on other investment strategies and investment vehicles to expand your knowledge base.
Calculators

Net Worth

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

Disability Income Insurance

How much Disability Income Insurance do you need?

Federal Income Tax

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

Car Affordability

How much can you afford to pay for a car?

More Calculators →

Newsletters

Hot Topic: Historic Stimulus Strives to Spur Economy

In an attempt to address the nation's ongoing economic challenges, Congress has passed and the president has signed the American Recovery and Reinvestment Act of 2009. The $787 billion package is remarkable not only in its scale and scope but in the speed of its passage as well.

What Does a Fed Chairman Do?

The Federal Reserve plays an important role in our economy, and the chairman is its most visible player. His behavior is a good source of clues about what the future may hold.

HOT TOPIC: Looking for a Recovery in Odd Places

Are signs of an economic recovery showing up in hemlines and lipstick sales?

Don't Forget the World

If your portfolio doesn't include some global equities, it may be missing a key dimension.

More Newsletters →