Financial Advisors in Holderness, New Hampshire (Grafton County)

It starts with a casual conversation with an experienced compassionate professional.

Perhaps knowing if you are on track for your ideal retirement is important to you. It might be protecting your family should the unexpected happen or simply wanting a better understanding of your finances. Perhaps you need help with just one issue such as rolling-over a retirement plan, acquiring adequate life insurance or saving for retirement. For "Baby Boomer's" it might be ensuring they have enough income in their retirement years.
"You need help from someone, so why not let us help you? You'll be glad that you did."

We are independent, objective and flexible.

No one is too big or too small to help. If you are looking for trusted, objective, Fee-Only advice - you've found it. If you finally want your own financial plan in place, we offer an easy to understand and an affordable planning fee . Or, if you just want a second opinion or a quick checkup, we can work on an hourly basis . We also offer prudent investment and insurance services as robust as the big companies, but with hometown atmosphere.

"Our mission is to guide you with Christian principles and serve you with authenticity, compassion and respect."... See More

Jared Hoole, CFP, MST
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. ... See More