Helen Kim Bass, ChFC®

Special Needs Planner

Welcome!  

Helen Kim Bass, ChFC®is a Financial Representative with New England Financial, one of the largest financial institutions in Los Angeles. As a Financial Representative for New England Financial and a Registered Representative for New England Securities Corporation, Helen’s diverse experience, education and skill allow her to provide investment and insurance guidance to groups and individuals in the Southern California area and elsewhere. She can provide you with a full range of financial services including the preservation of capital, development of a financial strategy, and provide portfolio monitoring and insurance services. 

Our Services:

  • Special Needs Planning
  • Retirement Planning
  • Insurance Planning
  • College Planning
  • Estate Planning
  • Benefit Planning
  • Business Planning
 

I am licensed and registered to offer products and services in [CA]. Licenses and registrations will vary by representative and some representatives may be licensed and registered in additional states. Please contact this office for further information.

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Calculators

Savings Accumulation

Estimate the future value of your current savings.

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70.

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Newsletters

HOT TOPIC: How to Make the Most of the Payroll Tax Cut

Have you considered what you will do with the extra 2% in take-home pay that you will receive in 2011? An extra 2% might not seem like much, but it could be an opportunity to make a difference in your financial future.

HOT TOPIC: The Federal Estate Tax Is Back and May Be Here to Stay

The estate tax has been reinstated after being allowed to lapse in 2010. The new estate tax provisions are the most generous in decades — but they are temporary. A far more stringent estate tax is slated to take effect after 2012. Fortunately, a properly structured trust may help some families reduce their potential exposure to the estate tax.

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