Lake Life Wealth Advisory Group is a Chicago Fee-Only Financial Planning Firm
Patti Hughes is a Chicago Fee-Only Financial Planner, serving clients locally and nationwide. She was just named one of the best financial advisors in Chicago by Moneyunder30.com, and was recently featured on the Chicago Money Show where she discussed student loan repayment strategies. Lake Life Wealth Advisory Group provides comprehensive financial planning services to help clients organize, grow and protect their assets. We serve clients as a fiduciary, and never earn a commission of any kind..
Do you have a need for trusted financial advice? Many of my clients have successful professional careers and are too busy to focus on the financial aspect of their lives. The first step is to understand your immediate issues and to determine your current financial situation. Next, it is important to understand your goals, and to provide a roadmap for achieving these goals. This can involve developing a budget, a plan for repayment of debt, reviewing current 401K investment options, determining the optimal asset allocation, and recommending saving in the right accounts to get to where you need to be. I work with clients throughout life's many transitions, and act in a fiduciary capacity, so I am always required to put the client's interests first. I use technology that allows us to develop and revise your plan as your life changes. This video shows an example of what we can accomplish in our engagement.
I do not sell products or earn commission on investments so that I can truly be an independent financial adviser, and do what is best for my clients. My firm provides advisory services including insurance review, budgeting, retirement planning, tax planning, estate planning, investment allocation and portfolio management. We also provide student loan strategies for young professionals.
Lake Life Wealth Advisory Group was founded to help people needing fee only comprehensive financial planning advice. I know it can be intimidating to make the first call to a financial planner, but taking the first step just involves a no pressure telephone call to discuss your unique situation and concerns, and to see if it makes sense for us to work together. Many clients come to me seeking help with cash flow planning, budgeting, or strategies for saving for a down payment or a wedding. Other clients need help with significant student loan debt, and can't get started with a financial plan until they address this issue. Some need help saving for retirement, or needing advice on what they can spend in their retirement years. The first step is usually to provide an inventory of all of the client's assets, and then determine a strategy to achieve their unique financial goals.
The goal is to establish long-term client relationships because comprehensive financial planning is a process, not an event. It focuses on client’s goals as the core objective, then integrates all areas of their financial life, making adjustments as circumstances change.
The first step is scheduling a brief no obligation call to understand your needs and the services I provide.
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