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asnv-2

  • About Us
    • Our Team
    • Meet Commonwealth
    • Who We Serve
  • Services
    • Financial Planning
    • Multi-Generational Wealth
    • Retirement Planning
    • Tax Strategy
    • Risk Management
    • Estate Planning
    • Long-Term Care
    • Divorce Planning
    • Business Planning
  • Resources
    • Market Update
    • LPSC Blog
    • Articles
    • Financial Calculators
  • Contact Us

Our Custom Financial Solutions

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.

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Financial Planning

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

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Multi-Generational Wealth

Financial foundations for every member of your family.

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Retirement Planning

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

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Tax Strategy

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

Long-Term Care

Long-Term Care

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

Risk Management

Risk Management

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

Divorce Planning

Divorce Planning

Navigate this big change with assistance and guidance.

Estate Planning

Estate Planning

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

Business Planning

Business Planning

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

 

 

Ready to take the next step in your financial journey?

Schedule a free consultation to discuss your financial, retirement, and investment goals.

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This communication is strictly intended for individuals residing in the states of AZ, CA, CO, CT, DC, FL, GA, HI, ID, KY, LA, MA, MD, ME, MI, MN, NC, NH, NJ, NM, NY, OH, PA, RI, SC, SD, TN, TX, VA, VT, WI. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser.

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Larson, Potter, Stratton & Cote Financial 108 Grove Street, Suite 306, Worcester, MA 01605 | 1279 Providence Road, First Floor, Whitinsville, MA 01588