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Products & Services

Our firm provides fee-based as well as commission-based planning, depending on each client’s situation. Whether you require comprehensive retirement planning, estate tax planning or simply an investment to supplement your existing plan, we will provide high quality, innovative strategies to best fit your needs. Bassett Financial Services enjoys a multi-generational client base which aids in efficient and tax-wise family estate transfers. We also work with companies in designing their 401k and pension plans.

Investments

  • Bonds
  • Common Stocks
  • 529 Plans 
  • College Funding
  • Separately Managed Accounts
  • Brokerage Accounts
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA

Financial Plans

  • Retirement Planning
  • Estate Planning
  • 401 (k) Plans
  • 403 (b) Plans
  • Profit Sharing Plans

Insurance

  • Disability Income Insurance
  • Life Insurance
  • Long Term Care Insurance