Financial Planning You Can Rely On

Trustworthy

When it comes to your financial future, you need an advisor you can trust.

Experienced

Our team has years of experience in the areas of planning, taxes, and asset management.

Professional

From the moment you meet our advisors, you’ll know you will receive professional services.

What we Do

Financial Services for Today’s Economic Landscape.

Individual & Corporate Taxes

Taxes are confusing and a burden to complete on your own. We’ll handle your tax filings and make sure you or your business get the maximum refund.

Financial Planning

Highly strategic meetings help us determine your financial goals and bring you closer to the future you want. Our goal is to help you achieve financial freedom.

Get Started

Don’t Let the Complexities of Your Financials Burden You Any Longer

Planning for your future is difficult. We know that finances and budgets are stressful for you and your family. Our number one mission is to ensure that we work with you to provide solutions that work for you now and in the future. Let us worry about investments and finances, while you enjoy life.  

About Us

At Lakeview Planning, You Come First

We know you lead a busy life and that’s why we travel to you and make the entire experience easy and convenient for you.

Testimonials

Read What Our Customers Say

“This tax season I decided to entrust my tax returns to Lakeview Financial Planning. The customer service was excellent and the review and filing process was incredibly professional. I highly recommend Lakeview Financial Planning to anyone looking for trustworthy financial advising and tax services.” Sean Keller

“For the past two years I’ve had Michael do my taxes. I’m always super happy with how quickly I receive my return and that he makes sure I get the most back. Highly, highly recommended!” Jennifer Sylvia

“I’ve used Lakeview for the past 2 years, and I can confidently say it’s been the easiest, most streamlined tax service I’ve ever used. I simply drop off or send Michael everything he needs at MY convenience, and it’s done in no time. I also trust him with all my financial planning needs, and from seeing the results, I could not have made a better decision. He’s the best in the area, and I highly recommend him and his services.” Tony LaValley

Join Us

Our Clients Are Like Family

At Lakeview Planning, we treat you like part of the family. We want your trust as we help you plan for your future. We have a huge responsibility on our hands and we do not take that lightly.

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Contact Us

michael@lakeviewplanning.com

(860) 501-4224

6 Oakes Landing, Shirley, MA 01464