Jared Hoole
CFP®, MST
Lakeside Financial Planning
President and Financial Advisor
Jared Hoole
CFP®, MST
Lakeside Financial Planning
President and Financial Advisor
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Jared Hoole, CFP®, MST
Fee-Only Financial Planning in Windham, New Hampshire and Burlington, Massachusetts
Jared Hoole is a Burlington, MA fee-only financial planner. Lakeside Financial Planning provides comprehensive wealth management and investment management to help working professionals, baby boomers and small business owners organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Jared Hoole is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
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 2022, Jared was named among the Top 50 Solo Practices to Watch by AdvisorHub. He has been featured in the Wall Street Journal, Kiplinger, and WealthManagement.com. Jared served as the study group director for the National Association of Personal Financial Advisors (NAPFA) Massachusetts chapter from 2019 - 2022 where he organized educational speakers and facilitated discussions with likeminded advisors. While no longer leading the group, he remains an active participant. 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. When he's not spending time with his family, Jared enjoys helping others and participates in a pro bono coaching program for disabled veterans and their families via the Building Home for Heroes Program. 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.
Jared Hoole is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
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.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Jared Hoole is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Jared Hoole is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Jared Hoole is a Member of the Alliance of Comprehensive Planners (ACP)Alliance of Comprehensive Planners (ACP) is the community of tax-focused financial planners that operate under the retainer model. Passionately dedicated to superb client service, ACP planners’ only source of income is client retainer fees – not commissions. With an ACP planner, you can be confident you’re getting experience, knowledge, research, and most importantly, advice that is tailored just for you.
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Jared Hoole is a Member of the National Association of Tax Professionals (NATP)The National Association of Tax Professionals (NATP) believes that all taxpayers should be supported by caring and well-educated tax professionals. NATP members are industry leaders who hold an exceptional understanding of how to apply the federal tax code to their clients’ unique situations.
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Jared Hoole was Named to Advisor Hub's "50 Solo Practices To Watch" List
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Jared Hoole is Featured on WealthManagement.com: "Five 2021 Tax Filing Tips for Clients"
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Jared Hoole is Quoted in the Wall Street Journal: "How to Prepare Financially for the Death of a Spouse"
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Jared Hoole is Quoted in The Worchester Business Journal: "MetroWest attracting millionaires"
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Jared Hoole Writes for The Groton Herald: "KNOW YOUR FINANCIAL PERSONALITY"
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Jared Hoole Offers Expert Advice: "FIRST-TIME HOMEBUYER? HERE’S HOW TO PREPARE FINANCIALLY"
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Jared Hoole is Quoted on Kiplinger: "Build a Bond Ladder with ETFs"
Contact Jared Hoole
Office Locations:
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1500 District Avenue
Burlington, MA 01803 -
53 Ryan Farm Road
Windham, NH 03087
