The relationship I have with my clients, both individuals and families, is at the foundation of my business. By discussing concerns, hopes and goals, I work with clients to create a financial strategy that achieves realistic solutions – from creating household budgets to navigating the most challenging of life transitions. Most importantly, I want each one of my clients to achieve confidence in their financial future, versus a place of stress or worry.
What can you expect from me?
Professionalism, thoughtful listening, respect and integrity. I delight in helping others set goals and gain a sense of control over their future. I believe in the power of a family to achieve their dreams when they lean into them. I enjoy teaching others about ways to save, invest and how proactive planning can change the trajectory of their family legacy.
More about me:
I joined Edward Jones in November 2007 and have worked in the financial services industry for nearly two decades. I have been a proud member of the Lake Zurich/Barrington community for over 15 years. Giving back is important to me. I am actively involved in the Chamber of Commerce, the local Ms Business Association, and other various volunteer activities within the community. I have a son, Jaxon, and a sweet goldendoodle puppy who keeps me wonderfully busy and fills my life with both chaos and joy!
Every individual I meet has a different story, needs and goals. It is a privilege to serve as a guide with something so personal and meaningful as a person's finances. I invite you to experience the dedication and focus you deserve. It all begins with a conversation. I would love to hear from you.
- Entrepreneurs & Business Owners
- Estate & Legacy Strategies
- Divorce Finances
- Retirement Income Strategies
- Socially Conscious Investing
- Business Retirement Plans
Office Address52 E Main St
Lake Zurich, IL 60047 opens in a new window
Phone NumberKathleen E Liggins at (847) 550-1687
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