Welcome to Bassett Financial Services
Financial Peace of Mind
Our firm provides both 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 provide high quality, innovative strategies to best fit your needs. We have provided our multi-generational client base with efficient family estate transfers since 2000.
Upon becoming a client of Bassett Financial Services, we will be available for on-going guidance to help you reach your goals. We will work with your attorney and CPA, as needed, to ensure your financial plan is properly represented and customized for you.
Retirement is the ability to work on something you want to do, income producing or not,
and doing so with people who you want to be with.