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What to Expect From Your Financial Planner in Each Stage Of Your Life

This is a great article from Forbes about what to expect from your financial planner in each stage of your life.  It discusses the value of choosing a CFP.  A fiduciary acts in the best interests of the client at all times. Fee-only financial planners do not receive commissions for the sale of products, so we can provide you with objective advice.


About the Author

Patti Hughes is a Chicago Fee-Only Financial Planner.  Lake Life Wealth Advisory Group provides comprehensive and objective financial planning, retirement planning, and investment management to help clients organize, grow and protect their assets through life’s transitions.  She is a fiduciary, and does not sell products or earn commissions, so she truly acts in the best interests of her clients.

If you would like to schedule a brief call to get your finances in order, please contact me.

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