Lake Life Wealth Advisory Group LLC
Patti Hughes is a Chicago Fee-Only financial planner. Lake Life Wealth Advisory Group provides comprehensive financial planning, retirement planning and investment management to help clients in all situations organize, grow and protect their assets.Lake Life Wealth Advisory Group serves clients in Chicago and virtually across the country. as a fiduciary, and never sells products or receives commissions of any kind.
Lake Life Wealth Advisory Group was founded to satisfy the need for financial planning advice for those approaching their retirement years, but has evolved to help many young professionals who have significant income, but are just starting out and need help with reducing student loan debt, investments, planning for weddings and purchasing homes. She is a Certified Student Loan Professional and can assist with effective student loan repayment strategies.
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.