Lakeside Financial Planning, LLC

Turn your visions into reality. Reaching your goals in life is considerably easier if you're an accomplished investor. But like most people, chances are you're not a financial wizard. Simply understanding the language can often be confusing and complicated, not to mention creating a comprehensive financial plan.

That's where we can help -- whether you aspire to purchase your first home, fund your child's education, retire early, or embark on a European vacation.

It can happen. Because at Lakeside Financial Planning we turn your visions into reality.

How? We provide unbiased, objective financial planning and investment advice on a fee-only basis. That means our advisors do not receive commissions or referral fees for any recommendations they make. Our advice is provided solely with your best interests in mind.

Before making any recommendations, we consider your individual circumstances, goals and values to design a financial strategy that works in harmony with you and your future.

Our advisors believe that financial planning is an on-going process, founded first on honesty and trust. Working together, we can give you power over your financial future.

Which means you don't have to be a financial expert, you just need one on your side. 


Advisors at this Office


This Office

53 Ryan Farm Rd Windham, NH 03087-1849 Phone: (781) 270-1501

Primary Office

1500 District Ave Burlington, MA 01803-5069 Phone: (781) 270-1501

Other Offices

53 Ryan Farm Rd Windham, NH 03087-1849 Phone: (781) 270-1501