Patti Hughes is a Chicago Fee-Only Financial Planner, serving clients locally and nationwide through the Lake Life Wealth Advisory Group.
200 West Madison Street , Chicago, IL 224-286-1625 Patti.firstname.lastname@example.org
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Patricia HughesI am Patti Hughes, and I started Lake Life Wealth Advisory Group to help people by providing fee only comprehensive financial advice to help them achieve their financial and personal goals. My clients contact me for help establishing a budget, determining how much they should be saving, asset allocation choices, strategies for repaying student loans and for help determining how much they need to save for retirement or college funding. 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. Lake Life Wealth Advisory Group serves clients as a fiduciary, and never earns a commission of any kind. I specialize in helping clients to determine the best strategy for repayment of their student loans and use technology that allows us to develop and revise your plan as your life changes.
Designations: CFP, CPA, MSA,CSLP
FINRA/CRD: CFP #246497
- Student loans
- Comprehensive financial planning
- Budget and debt management
- Investment management
- Retirement planning
- Personal Taxes