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Form ADV – Under SEC and similar state rules, Lakeside Financial Planning is required to deliver to clients and prospective clients a brochure disclosing information about our firm. To download a free copy of our Form ADV please click here.

Privacy Policy – Lakeside Financial Planning has strict policies and procedures in place to protect the privacy of our clients. To download a free copy our our privacy policy please click here.

Table of Fees for Service – Lakeside Financial Planning's fee table as required per 950 MASS. CODE REGS. 12.205(8) can be viewed here.

SSG’s Fee Schedule – Lakeside Financial Planning does not have custody of our client’s assets. Lakeside uses Pershing LLC (via Shareholders Service Group) as our custodian. To view Shareholders Service Group’s fee schedule please click here.