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Lakeside Financial Planning – Burlington, MA

Lakeside Financial Planning take a comprehensive fee only approach to financial planning which means our advisors evaluate all aspects of your financial life and are never compensated based on product sales. As independent financial advisors we have the flexibility to find the best solutions for you without being coerced into selling proprietary product like many advisors from larger firms. At Lakeside we take pride in being approachable and accessible. We offer one-to-one guidance customized to your needs and goals – a personal level of service, care, and attention larger firms just can’t provide.

Our advisors have met the rigorous standards of the CFP® Board and have earned the CERTIFIED FINANCIAL PLANNER™ designation. Lakeside Financial Planning continually ranks as one of the top financial advisors in the Burlington, MA region. In fact, Jared Hoole CFP®, was recognized as a Five Star Wealth Manager in 2018 for his work as a registered investment advisor.

In addition to fee only financial planning, Lakeside offers a number of other services in our Burlington MA location including; retirement planning, income tax planning & preparation, investment planning, insurance planning, and estate planning.

As fee only financial advisors, we always put your best interest ahead of our own. Regardless of how much money you have, you have financial concerns. We can reduce your financial worry by working together to evaluate all aspects of your finances and designing a financial strategy that works in harmony with you and your future. Don’t delay, start working with Lakeside Financial Planning now to build for a more secure and enjoyable future.