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 Providing knowledge and understanding for your financial journey

Professional Profile

Fran has over 35 years of experience helping individuals, families, businesses, and their owners and executives with a wide range of custom tailored financial, investment, risk and tax management solutions.

He began his professional career in 1974 when he founded LaMothe & Associates Financial Services, Inc., a tax and accounting practice.  

Fran, along with a group of fellow representatives, formed Odyssey Wealth Management Group, LLC in 2014, to enhance the level of services provided to clients in addressing their financial planning and investment needs.

Practice Focus

Fran provides a broad range of integrated financial service strategies, including, but not limited to the following:

Ø  Wealth Accumulation, Preservation and Distribution
Ø  Comprehensive Insurance & Risk Management Solutions
Ø  Business Owner & Executive Retirement Plans
Ø  Family Business Planning Strategies
Ø  Creating a predictable, sustainable lifetime income in retirement
   
Fran’s objective is to be an essential partner to you by offering insightful guidance and creative financial strategies, to help you navigate through life’s transitions while achieving your long-term investment and financial goal.

Credentials & Professional Associations

Ø  FINRA Series 6, 63 and 26 Securities Registrations           
Ø  Life, Accident & Health Insurance Licenses
Ø  RICP® Retirement Income Certified Professional 
Ø  EA (Enrolled Agent to practice before the Internal Revenue Service)
Ø  ATA (Accredited Tax Advisor / National Society of Accountants)
Ø  ABA (Accredited Business Accountant / National Society of Accountants) 

Personal

Ø  Fran resides in East Brookfield, MA and enjoys spending time with family and playing golf.   


                  

 Francis A. LaMothe, RICP®

Registered Representative

301 East Main Street 
P.O. Box 669
East Brookfield, MA 01515


Phone: (508) 867-5117
    Fax: (508) 867-5110


flamothe@odysseywealthmgt.com


Professional Specialties

 Ø Retirement Solutions

Ø Family Business     
Services             
      
Ø Insurance:              
     Risk Management   
   
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 Securities, Insurance and Investment Advisory Services are offered through SagePoint Financial, Inc., member FINRA/SIPC, and a Registered Investment Advisor. Insurance services may also be offered through Odyssey Wealth Management Group, LLC, which is not affiliated with SagePoint Financial, Inc.

Broadridge Investor Communication Solutions, Inc. does not provide investment, tax, or legal advice. The information presented here is not specific to any individual's personal circumstances.

To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances.

These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable—we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.


This communication is strictly intended for individuals residing in the state(s) of CT, FL, MA, NH and RI. No offers may be made or accepted from any resident outside the specific states referenced.
 


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