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Products & Services

At Assabet Financial Group, we provide assistance in the following areas:

Investments*

  • Bonds
  • Common Stock
  • Mutual Funds
  • Treasury Bills
  • Options
  • ETFs
  • Variable Annuities
  • Government Securities
  • IRAs
  • Qualified Retirement Plans
  • Third Party Money Managers
  • Separately Managed Accounts

Tax Planning

  • Federal and State Tax Return Preparation
  • Individual Income Tax Planning and Preparation
  • Business Start Up, and Corporate Taxes
  • Relocation Tax Issues
  • Income, Gift and Estate Tax Returns
  • Self Employed and Small Business Tax Planning and Preparation
  • Small Business Accounting Services

Financial Planning*

  • General Analysis and Planning
  • Retirement Planning/Analysis
  • Asset Allocation
  • Insurance Needs Analysis
  • Estate Planning
  • Financial Statement and Portfolio Reports
  • Business Retirement Planning
  • Education Funding

Retirement Planning*

  • 401(k) Planning
  • 403(b) Planning
  • Qualified Retirement Plans
  • Money Purchase Pension Plans
  • Profit Sharing Plans
  • New Comparability Plans
  • Evaluation of Current Retirement Plan

Insurance

  • Life Insurance
  • Disability Insurance
  • Long Term Care Insurance
  • Business Continuation Insurance