Jared  Hoole

Jared Hoole

| CFP®, MST

Lakeside Financial Planning

(781) 270-1501

Contact Me

Fee-Only Financial Planning in Windham, New Hampshire and Burlington, Massachusetts

Specialties

  • Fee-Only Financial Planning
  • Financial Review
  • Retirement Planning
  • Investment Management
  • Tax Planning and Preparation
  • Cash Flow and Debt Management
  • Insurance Analysis
  • College Education Planning
  • 401(k) and IRAs
  • Business Planning
  • Employee Benefits

Website

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1500 District Avenue
Burlington, MA

53 Ryan Farm Road
Windham, NH

Fee-Only & Fiduciary


The National Association of Personal Financial Advisors (NAPFA) is the country's leading association of fee-only and fiduciary financial planners.

Jared Hoole is a Fee-Only financial planner located in Burlington, MA and Windham, NH and serving the entire region. Lakeside Financial Planning specializes in providing objective financial planning and investment management to help clients build, manage and protect their assets through life's transitions. Jared Hoole is a NAPFA-Registered Financial Advisor and a CERTIFIED FINANCIAL PLANNER™ Professional.

Jared Hoole is the President of Lakeside Financial Planning and a CERTIFIED FINANCIAL PLANNER™. He began his career in public accounting implementing tax planning strategies for multinational corporations. After nine years in corporate tax, Jared knew he wanted a more rewarding direction where he could use his financial skills to help people to reach their life goals. So in 2014, he decided to take the next step in his career and founded Lakeside Financial Planning. In addition to his CFP®, Jared holds a bachelor’s degree in finance and a master’s degree in taxation from Bentley University.

Jared lives in Windham, NH with his wife, Alisyn, their daughter, Carsyn, and son Brody. He leads an active lifestyle and enjoys spending time outdoors, especially golfing or skiing. Jared also loves spending his summers with family and friends on the fresh waters of Lake Winnipesaukee.

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The "why" behind what we do is what’s most important to us. Every day we strive to make a real difference in the lives of hardworking individuals just like you. We are dedicated to going above and beyond to help you reach your financial goals – whether you aspire to purchase a new home, fund your child's college education, or retire worry free. Our advisors always have your best interest at heart and take great pride in the personalized level of service, care, and attention we provide. We hope by working with us you can always rest easy knowing that our team has your back.

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