Lakeside Financial Planning, one of the leading financial planning and investment management firms in the Massachusetts and Southern New Hampshire regions, has earned a sterling reputation over the past five years by providing clients with a positive and rewarding experience. The firm continues to build trusting and long-lasting relationships by maintaining the highest professional standards where you can always expect honest and sincere advice.
Lakeside Financial Planning is passionate about helping clients reach their life goals by giving them power over their financial future. They offer three different service options that are individually customized based on the needs of the prospect. The Open Retainer Agreement is their most comprehensive package and allows clients to meet with them as often as necessary without incurring additional fees. The agreement covers all aspects of your financial life from retirement planning to taxes to investment allocations and more.
The second package they offer is an Investment Management platform, which is designed for clients who need professional management of their retirement portfolio and/or taxable brokerage account. This package allows for a once-a-year meeting to set goals, determine risk tolerance, and define the investment objectives and policies of the portfolio.
The third package is the Financial Snapshot Review, which is a one-time engagement designed for do-it-yourselfers looking for recommendations on specific financial questions. The review consists of a two-hour meeting where up to three financial planning topics will be discussed. Following the meeting, a written report that summarizes the findings and recommendations will be delivered.
Anyone interested in learning about the financial packages offered can find out more by visiting the Lakeside Financial Planning website or by calling 781-270-1501.
About Lakeside Financial Planning: Lakeside Financial Planning is a leading financial planning practice in Massachusetts and Southern New Hampshire. They specialize in providing comprehensive financial planning using a fee-only model.
Company: Lakeside Financial Planning
Address: 1500 District Avenue
City: Burlington
State: MA
Zip code: 01803
Telephone number: 781-270-1501
Email address: jhoole@lakesidefinancialplan.com