Founded in 2019 by Kevin Meehan, CFP®, Lakeside Financial Planning, LLC is a Registered Investment Adviser (RIA) firm based in Guilford, Connecticut. The company operates under a fiduciary standard, meaning it is legally obligated to act in its clients' best interests. As a fee-only firm, its revenue comes directly from clients, not from commissions for selling financial products. Lakeside Financial Planning specializes in helping individuals and families align their financial resources with their life goals through comprehensive financial planning, retirement planning, and ongoing investment management.

Founded in

United States