Lisa Vorce

Financial Advisor

Plan intentionally so that you can live generously! Getting clarity on what your plan looks like is step one. Let's discuss!

State(s) Licensed:   AZ, CO, FL, IL, KS, MI, MN, MO, SC, TX

Phone 618-589-3152
Address

784 Wall Street Suite 100D
O'Fallon, IL 62269

Lisa Vorce

Plan intentionally so that you can live generously! Getting clarity on what your plan looks like is step one. Let's discuss!

State(s) Licensed:   AZ, CO, FL, IL, KS, MI, MN, MO, SC, TX

WELCOME - I am glad you stopped by

Thanks for your interest in learning more about me. My office is located in the wonderful community of O'Fallon, IL, just 1/4 mile away from St. Elizabeth's hospital. I have been serving this community and the surrounding area for over 14 years.

YOU ARE THE FOCUS. YOUR GOALS MATTER.

I believe the first step to financial freedom is having clarity on your goals.  That is why I spend time educating my clients on what they currently have, how it may fit into their overall plan and helping them prioritize what to tackle first. Together, we will review where your finances are currently and see whether you would benefit from making changes which align better with your goals.

 

My experience is focused around helping my clients plan for retirement, tax efficiency, college, and charitable giving. I enjoy creating deep, long lasting relationships with my clients. If you are looking for unbiased, tailored advice, I would love to meet. 

MEETING OPTIONS:

In Person | Virtual – Zoom | Phone

784 Wall Street, Suite 100D, O’Fallon, IL 62269


To schedule a complimentary consultation select preferred option below:

In-Office Appointment | Virtual Zoom Appointment or call 618-589-3152

To learn more about the privacy of your information, visit our Notice at Collection for California Consumers or our privacy policy.

A photo of our office

O'Fallon Office

Phone:
618-589-3152
Fax:
618-551-7722
Mobile:
618-567-6728

Hours

M – F: 9 a.m. – 5 p.m.
A photo of our office

Murphysboro Office

Hours

M – F: 9 a.m. – 5 p.m.