Lakeside Financial Planning
- Financial & Investment Services
Reaching your goals in life is considerably easier if you're an accomplished investor. But like most people, chances are you're not a financial wizard. Simply understanding the language can often be confusing and complicated, not to mention creating a comprehensive financial plan.
That's where we can help -- whether you aspire to purchase your first home, fund your child's education, retire early, or embark on a European vacation.
It can happen. Because at Lakeside Financial Planning we turn your visions into reality.
How? We provide unbiased, objective financial planning and investment advice on a fee-only basis. That means our advisors do not receive commissions or referral fees for any recommendations they make. Our advice is provided solely with your best interests in mind.
Before making any recommendations, we consider your individual circumstances, goals and values to design a financial strategy that works in harmony with you and your future.
Our advisors believe that financial planning is an on-going process, founded first on honesty and trust. Working together, we can give you power over your financial future.
Which means you don't have to be a financial expert. You just need one on your side.
Whom to Contact
- Jared HoolePhone: (781) 270-1501
We have two convenient locations in Burlington, MA and Windham, NH.