Retirement Planning
Red rover, red rover, are you ready for your retirement? We create a customized plan for 403B, IRA rollover services, and more to help pursue your goals for the future.
Financial Planning
Do you know the difference of a CFP®? Learn more about the PlanSmart Financial difference, we have all the experience and resources!
Business Planning
Make sure your business is set up for success! Trust PlanSmart Financial to guide you through the process of setting up an insurance plan or 401K for your business
Tax Planning & Preparation
Trust PlanSmart Financial for all your tax planning and preparation needs. With 27 year of experience and vast industry knowledge we can guide you through the process stress free.
Client Centered
For over 30 years, Lisa has been dedicated to her career in the financial industry. After obtaining her Securities and insurance licenses, Lisa and her mother, Diane, formed PlanSmart Financial Services, Inc. In order to further her financial education, Lisa obtained a BA in Business from DePaul University and her CFP® certification in 1998. Lisa’s top priority is helping clients set and work towards their goals while providing trustworthy, experienced advice with integrity and personal service. Lisa offers top tier guidance to clients of high-net-worth, successful professionals, business owners, retirees and more. In addition to financial planning, Lisa runs a full-service tax planning and preparation firm through PlanSmart Financial Services, Inc. She specializes in financial planning before, during and after divorce. Lisa was listed in Chicago Magazine in 2018 - 2019, and 2021-2024* as a winner of the Five Star Professional Award as a financial advisor.
*Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2018-2019, and 2021-2024 Five Star Wealth Managers.