2252 Ferry Rd., Unit 102,
Is retirement on your horizon?
Let PlanSmart Financial guide you on a path to a happy retirement!
Trust a CERTIFIED FINANCIAL PLANNER™ for fruitful financial planning
People don’t plan to fail, they fail to plan!
Are you ready for your next business adventure?
PlanSmart Financial goes the extra mile, providing education and plan review for your 401(k) and Insurance plans
27 years of Tax planning and preparation experience
Trust PlanSmart Financial to find the missing piece in tax planning, preparation, and investment planning.
We prioritize our clients and their future goals above all else. By doing so, we consistently deliver timely guidance in any circumstance. Each client is treated individually, with an unwavering commitment to our highest values of honesty, integrity, and trust.
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.
Do you know the difference of a CFP®? Learn more about the PlanSmart Financial difference, we have all the experience and resources!
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
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.
There's a lot of confusion around the new Tax Reform and Jobs Act. Luckily, we're here to help. This Ebook will tell you everything you need to know about the biggest tax overhaul in 30 years.
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.