Lakeside Planning

Lakeside Planning LLC is a state-registered independent advisory firm that serves individual clients, including high-net-worth individuals, with tailored investment management and a range of financial planning services. The firm provides discretionary portfolio management, may place clients with third‑party managers, and also offers project-based planning, tax return preparation facilitated via a third‑party tax firm, and employee benefit plan services.

The firm’s investment approach emphasizes passive portfolio construction informed by modern portfolio theory alongside fundamental analysis and oversight of outside managers; it uses custodial and advisory platforms referenced in its brochure, including Betterment and Schwab, and may employ algorithmic/model portfolio tools for some accounts. Comprehensive planning engagements produce written plans and ongoing reviews that integrate cash flow, tax, estate, and real‑estate (rental property) considerations as part of the client’s overall financial picture.

Noteworthy for a solo independent advisory practice, the firm conducts educational seminars and paid speaking engagements (with the option for pro‑bono presentations) and explicitly offers tax preparation and employee plan consulting, services that are less common among peers. The firm’s principal maintains a significant outside professional role, a structural detail prospective clients may wish to consider regarding advisor availability, and the firm’s billing framework references household net‑worth calculations that can include personal property and private‑business valuations.