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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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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