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, GA, IL, IN, KS, MI, MN, MO, SC, TX
784 Wall Street Suite 100D
O'Fallon, IL 62269
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, GA, IL, IN, 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
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