About Us

Who We Are

The Lakeview Planning Advantage

We are experienced tax and financial planning professionals that you can rely on. Proudly, we serve small and independent business owners and their families, as well as high-net-worth individuals. At Lakeview Financial Planning, we believe that our clients deserve to have a dedicated tax and financial professional who looks at the entire picture of their financial, business, and tax planning needs; not just one piece. In addition, we believe that it’s best to have just one professional who can understand all of your needs, and we would be delighted to provide you with that. Best of all, we have the ability to deliver services directly to you. Whether it is at your home or place of business, we come to you for your convenience.


At Lakeview, we understand that our clients lead busy lives. Because of this, we are willing to travel to you at your home or place of business.  On top of that, we will even work most nights and weekends to deliver the highest standard of advice straight to you. Lakeview is here to help with everything from tax management to college financing and planning. Contact us today!

Years in the Business

Happy Clients

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Expert Accountants

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What We Offer

  • Tax preparation and planning

  • Business planning

  • Financial planning

    • Personal financial planning
    • Business financial planning (including 401(K) plans)
    • College financing

Contact Us


(860) 501-4224

6 Oakes Landing, Shirley, MA 01464

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