Jared Hoole

Personal Finance, Retirement, Investing
“Jared Hoole, President of Lakeside Financial Planning, believes that financial planning is an on-going process, founded first on honesty and trust.”

Lakeside Financial Planning

Job Title:



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.


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:


  • Lakeside Financial Planning - Advisor Insights
All Articles
Sort By:
Most Helpful
last month
    College Tuition, Lifestage Based Planning
2 weeks ago
    Insurance, Financial Planning
May 2017
    Personal Finance, Starting Out
December 2016
    401(k), Retirement
January 2017
    Asset Allocation, Retirement Plans, Retirement Savings, Personal Finance

All Answers
Sort By:
Most Helpful
    Retirement Savings, IRAs
What's the difference between a savings account and a Roth IRA?
67% of people found this answer helpful

When you invest in a savings account, the bank pays out interest each month which is taxable to the account holder in the year the interest is paid. Conversly, when you invest in a Roth IRA all interest and dividends are tax free.

May 2017
    Retirement, IRAs, Retirement Plans, Women & Money
Should I convert my two 403(b) accounts into a Roth IRA?
50% of people found this answer helpful
last month
    IRAs, Taxes
Can I roll an IRA into an online brokerage account without paying penalty fees or being taxed if I am 60 years old?
50% of people found this answer helpful
last month
How does an employer benefit from a 401(k) matching plan?
48% of people found this answer helpful
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?
38% of people found this answer helpful
September 2017