3179 Kingbird Lane
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
For over 20 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 also specializes in financial planning before, during and after divorce. Lisa was listed in Chicago Magazine in 2018 and 2019 as a winner of the Five Star Professional Award as a financial advisor.
For the past 20 years, Linda has been a part of the financial services industry. During this time, one of her accomplishments is earning the Certified Financial Planner Designation. In addition, Linda works with individual clients catering to their financial planning needs. Linda enjoys the continuous process of getting the opportunity to put together plans that give her clients a clearer picture of where they stand currently and what steps they can take to reach their financial goals for the future.
For the past 40 years, Jim has specialized in Corporate, Partnership and Trust Tax Return Preparation and Financial Statement Preparation for Small Businesses. Jim has an MBA from Northwestern University and he is an Enrolled Agent (EA) with the IRS.
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.