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Home > Financial Planner Directory > Illinois > Lisle > Katherine J. Morris, CFP®

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Katherine J. Morris, CFP®

Veritrust Financial, LLC

4300 Commerce Court
Ste 300
Lisle, IL 60532
Phone: (630) 457-1300 x102
Fax: (630) 689-0910

Saved in Saved Planners

Household Income Minimum: $0
Investable Asset Minimum: $50,000

Specialties

Comprehensive Financial Planning
401(k)/403(b)/IRAs
Asset Allocation
Career Change
Investment Management
Estate Planning
Limited Partnerships
Mutual Funds
Insurance
Retirement
Stocks & Bonds
Life Planning
Starting a Family
Long-term Care
Sudden Wealth
Personal Taxes
Women's Finances

How Planner Charges

Combination Fee/Commission

Considerations: My partner, Jim Snider and I utilize a team approach to working with our clients. Each of us brings a unique perspective and expertise to the advisory relationship.

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.