Lakeside Financial Planning

Who We Are

At Lakeside Financial Planning, we are dedicated to helping hardworking individuals like you achieve their financial goals. Our mission is to provide personalized, unbiased financial guidance to empower you to take control of your financial future. We believe that financial planning should be about more than just numbers and spreadsheets; it's about creating a secure, enjoyable, and fulfilling life. Our experienced advisors are committed to understanding your unique needs and goals, and to providing customized solutions that address your specific circumstances.

Our Story

Our founder, Jared Hoole, is a CERTIFIED FINANCIAL PLANNER with years of experience in public accounting and financial planning. After realizing that his passion was in helping individuals and families achieve their financial goals, he founded Lakeside Financial Planning in 2014. Since then, we have grown to become a trusted partner for individuals and families in the greater Boston area.

What We Do

At Lakeside Financial Planning, we offer a comprehensive range of financial planning services, including:

Retirement Planning: We will work with you to create a personalized retirement plan that takes into account your financial goals, risk tolerance, and time horizon. Our goal is to help you enjoy your retirement without worrying about running out of money.

Investment Planning: Our investment philosophy is centered on creating a well-balanced portfolio that aligns with your financial goals and risk tolerance. We will work with you to develop a customized investment strategy that helps you achieve your financial objectives.

Tax Planning: We understand that tax planning is an essential component of any financial plan. Our experienced advisors will work with you to develop strategies to minimize your tax liability and maximize your financial returns.

Estate Planning: We believe that estate planning is an essential part of any comprehensive financial plan. We will work with you to create a personalized estate plan that takes into account your unique situation and goals.

Insurance Planning: We understand the importance of having the right insurance coverage to protect your financial future. Our advisors will work with you to determine the right coverage for your needs and budget.

Cash Flow & Debt Management: We believe that managing your cash flow and debt is essential to achieving your financial goals. Our advisors will work with you to develop a personalized plan to help you achieve financial stability and security.

Our Approach

At Lakeside Financial Planning, we believe that financial planning should be a collaborative process between you and your advisor. We take the time to understand your unique situation, goals, and values, and work with you to develop a personalized plan that addresses your specific needs and goals. Our advisors are committed to providing transparent, unbiased guidance and to keeping you informed every step of the way.

Our Commitment

At Lakeside Financial Planning, we are committed to providing exceptional service and personalized attention to each of our clients. We understand that every individual and family is unique, and we are dedicated to working with you to create a personalized financial plan that addresses your specific needs and goals.

Get Started

If you're ready to take control of your financial future, we invite you to schedule a complimentary introductory call with one of our experienced advisors. We'd be delighted to help you achieve your financial goals and create a more secure and enjoyable future.