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