Services | Larson, Potter, Stratton & Cote Financial

You come first.

Financial freedom underscores wellness in every aspect of your life. We offer a suite of specialties that help you achieve your version of it.

Scenario-based, personalized financial plans for singles, households, and businesses.

Financial foundations for every member of your family.

Customize your retirement plan to support your goals and vision for the future.

Ensure that your financial plan and portfolio are tax-optimized.

Plan for you, your family, and finances to be safe in the event of illness, injury, or disability.

Identify potential financial risks, and make a plan to reduce their impact.

Navigate this big change with assistance and guidance.

Create a master plan for your assets both while you’re living and after you’re gone.

Make sure you can tap the value of your business to support your goals and family.