Jared Hoole

About Jared Hoole

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.

Experience

1. President

   Lakeside Financial Planning, Llc

   Jan 2014 — Present · Boston, MA, US

   Jared Hoole founded Lakeside Financial Planning because of his passion to make a real difference in the lives of hard working people like you. After spending the first nine years of his career implementing tax planning strategies for multinational corporations Jared knew he wanted a more rewarding direction where he could empower people to attain their life goals.He is a member of the Alliance of Comprehensive Planners (ACP), America\'s leading network of independent, unbiased, fee-only financial planners committed to success through ethics and innovation.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 relishes spending his summers with family and friends on the fresh waters of Lake Winnipesaukee.

Education

• Bentley University

  BS, Finance

  2000 — 2004

• Bentley University - McCallum Graduate School of Business

  MST, Taxation & Financial Planning

  2004 — 2005