PlanSmart Financial Services

PlanSmart Financial Services WE TAKE A PROACTIVE APPROACH TO HELPING YOU DEVELOP A STRATEGY TO ADDRESS YOUR FINANCIAL GOALS AND OBJECTIVES, USING THE MOST EFFICIENT METHODS AVAILABLE.

BY HELPING OUR CLIENTS AND THEIR FAMILIES WE CAN TAKE ACTION TODAY TO HELP PLAN FOR THE FUTURE. • Securities offered through LPL Financial, Member FINRA/SIPC finra.org sipc.org. Investment advice offered through Sequoia Wealth Management, a registered investment advisor. Tax related services offered through PlanSmart Financial Services, Inc. PlanSmart Financial Services, Inc. is a separate legal

entity and not affiliated with LPL Financial. LPL Financial does not offer tax advice or Tax related services. Sequoia Wealth Management is a separate entity from LPL Financial.
• Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
• The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Do you have old retirement plans from your former employers? Our video offer tips on how to search for your missing mone...
05/27/2026

Do you have old retirement plans from your former employers? Our video offer tips on how to search for your missing money like a Retirement Plan Detective!

Watch this fun video for tips on how to search for missing money.

A few strategies that may help you maximize your Social Security income.
05/25/2026

A few strategies that may help you maximize your Social Security income.

There are other ways to maximize Social Security benefits, in addition to waiting to claim them.

After you leave work, what will your life look like? Organize your thoughts with the help of this piece.
05/22/2026

After you leave work, what will your life look like? Organize your thoughts with the help of this piece.

What's your vision of retirement?

Bulls and bears, oh my! Why are the financial markets full of animals? Read on to learn what these terms mean, and the h...
05/20/2026

Bulls and bears, oh my! Why are the financial markets full of animals? Read on to learn what these terms mean, and the history of bull and bear markets.

This helpful infographic will define bull and bear markets, as well as give a historical overview.

Looking to create a financial legacy for your heirs while managing taxes? Grantor Retained Annuity Trusts (GRATs) may be...
05/18/2026

Looking to create a financial legacy for your heirs while managing taxes? Grantor Retained Annuity Trusts (GRATs) may be the solution you're looking for. Explore how GRATs can help you transfer wealth and reduce gift tax liability.

Explaining Grantor Retained Annuity Trusts (GRATs) and their benefit to estate strategy.

Does your insurance cover you if you get into an accident with an uninsured driver?
05/15/2026

Does your insurance cover you if you get into an accident with an uninsured driver?

You’re hit by an uninsured driver. Now what? Are you protected against financial losses?

A home warranty may make sense, but you need to set proper expectations.
05/13/2026

A home warranty may make sense, but you need to set proper expectations.

Understanding the value of a home warranty.

Have you ever had to deal with a "white elephant" inheritance? Learn how to avoid holding on to a burden in our latest a...
05/11/2026

Have you ever had to deal with a "white elephant" inheritance? Learn how to avoid holding on to a burden in our latest article.

This article deals with how one might deal with a burdensome inheritance.

\$100 not spent is more like \$143. Intrigued?
05/08/2026

\$100 not spent is more like \$143. Intrigued?

One way to find money is to examine your current spending habits and eliminate money wasters.

Stocks surged in April, delivering their strongest monthly gains in five years as solid economic data, easing geopolitic...
05/08/2026

Stocks surged in April, delivering their strongest monthly gains in five years as solid economic data, easing geopolitical tensions, and upbeat first-quarter earnings lifted investor sentiment. The Nasdaq climbed 15.29%, the S&P 500 rose 10.42%, and the Dow gained 7.14%, while Canada’s S&P/TSX Composite added 3.65%. With no Fed meeting in May, attention turns to remarks from Fed officials and how evolving economic data may shape expectations moving forward. From \$34.1 billion in U.S. spending to the popularity of Mother’s Day dining and gifts, this month’s By the Numbers highlights how families celebrate the occasion.

Stocks surged in April, notching their best month in five years as investors cheered upbeat economic news, efforts to lower tensions in the Middle East, and first-quarter results.

Is your Medicare card missing or looking a little worse for wear? No problem! This article will help you replace your lo...
05/06/2026

Is your Medicare card missing or looking a little worse for wear? No problem! This article will help you replace your lost, stolen, or damaged card. Read more here:

Learn how to replace your lost, stolen, or damaged Medicare card in this helpful article.

Address

2244 Ferry Road , Unit 101
Naperville, IL
60563

Opening Hours

Monday 9am - 4pm
Tuesday 9am - 4pm
Wednesday 9am - 4pm
Thursday 9am - 4pm
Friday 9am - 4pm

Telephone

(630) 904-6627

Website

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