Jared Hoole

CFP®
Personal Finance, Retirement, Investing
80%
Helpful
66
Answers
16
Articles
6
Followers
“Jared Hoole, President of Lakeside Financial Planning, believes that financial planning is an on-going process, founded first on honesty and trust.”
Firm:

Lakeside Financial Planning

Job Title:

President

Biography:

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 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. 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.

Education:

MST, Taxation and Financial Planning, The Graduate School of Business at Bentley University
BS, Finance, Bentley University

Fee Structure:

Fee Only Retainer Model

CRD Number:

4640148

Videos
  • Lakeside Financial Planning - Advisor Insights
All Articles
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December 2016
    401(k), Retirement
October 2017
    Personal Finance
October 2017
    401(k), IRAs, Retirement Plans, Retirement Savings
September 2017
    Personal Finance
January 2017
    Retirement, Lifestage Based Planning, Retirement Savings

All Answers
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Most Helpful
    401(k)
How does an employer benefit from a 401(k) matching plan?
57% of people found this answer helpful

1. It's a good way to attract high end talent to your firm

2. Employer contributions are tax deductible to the employer

3. They are staying compliant with IRS regulations

December 2016
    IRAs, Starting Out
For a new college graduate with a good paying first job, do you recommend a Roth IRA or Traditional IRA?
55% of people found this answer helpful
September 2017
    Debt, Personal Finance, 401(k), Stocks
Should I pay down my mortgage with assets from 401(k), stocks and savings?
38% of people found this answer helpful
November 2017
    IRAs
How can I start an IRA for my child?
14% of people found this answer helpful
December 2016
    Personal Finance
What is a spider and why should I buy one?
14% of people found this answer helpful
December 2016