LifeWise Wealth Advisors - Champaign, Illinois

LifeWise Wealth Advisors: A Comprehensive Guide to Financial Planning and Wealth Management

LifeWise Wealth Advisors is a reputable financial planning and wealth management firm based in Champaign, Illinois. With its main office located at 2911 Crossing Ct Suite #102, Champaign, IL 61822, United States, the company has established itself as a trusted resource for individuals and families seeking expert guidance on managing their finances and achieving their long-term goals.

Main Services

• Financial Planning: LifeWise Wealth Advisors offers comprehensive financial planning services, including creating personalized financial plans, investment strategies, and retirement planning.
• Investment Management: The company provides investment management services, including portfolio management, investment advice, and wealth transfer planning.
• Retirement Planning: LifeWise Wealth Advisors helps clients create customized retirement plans, including pension planning, Social Security optimization, and retirement income strategies.
• Tax Planning: The company offers tax planning services, including income tax planning, estate tax planning, and gift tax planning.
• Estate Planning: LifeWise Wealth Advisors provides estate planning services, including wills, trusts, and powers of attorney.
• Insurance Planning: The company helps clients create customized insurance plans, including life insurance, disability insurance, and long-term care insurance.
• Business Planning: LifeWise Wealth Advisors offers business planning services, including business valuation, exit planning, and succession planning.

Location and Access

LifeWise Wealth Advisors is conveniently located at 2911 Crossing Ct Suite #102, Champaign, IL 61822, United States. The office is easily accessible by car, with a wheelchair-accessible parking lot and entrance. The company is also wheelchair-accessible, with wheelchair-accessible seating and toilet facilities. Appointments are recommended, and free parking is available on site.

The office is situated in the heart of Champaign, Illinois, a vibrant college town surrounded by beautiful parks and recreational areas. Champaign is approximately 45 miles south of Chicago, making it an ideal location for those seeking financial planning and wealth management services without the high cost of living in the city.

Featured Characteristics

• Experienced Team: LifeWise Wealth Advisors boasts an experienced team of financial professionals, including Certified Financial Planners (CFPs), Chartered Financial Analysts (CFAs), and Certified Public Accountants (CPAs).
• Personalized Service: The company provides personalized service to each client, taking the time to understand their unique financial goals and objectives.
• State-of-the-Art Technology: LifeWise Wealth Advisors utilizes state-of-the-art technology to provide clients with secure and efficient online access to their financial information.
• Comprehensive Financial Planning: The company provides comprehensive financial planning services, including financial planning, investment management, and retirement planning.
• Client Education: LifeWise Wealth Advisors is committed to educating its clients on personal finance and investing, providing them with the knowledge and tools necessary to achieve their financial goals.
• Community Involvement: The company is involved in various community organizations and charitable initiatives, demonstrating its commitment to giving back to the community.

Practical Information

• Address: 2911 Crossing Ct Suite #102, Champaign, IL 61822, United States
• Phone: 2173518755
• Website: lifewisewealth.com
• Hours of Operation: Monday - Friday, 8:00 am - 5:00 pm
• Appointments: Appointments are recommended, but walk-ins are also welcome.
• Parking: Free parking is available on site.

Positive Aspects from Reviews

LifeWise Wealth Advisors has received excellent reviews from its clients, with an average rating of 5/5 stars on Google My Business. Some of the positive aspects from reviews include:

* "LifeWise Wealth Advisors is a trusted resource for our family's financial planning and wealth management needs. Their team is knowledgeable, professional, and compassionate." - Rachel B.
* "We were impressed by the comprehensive financial planning services offered by LifeWise Wealth Advisors. Their team took the time to understand our unique financial goals and objectives." - Mark K.
* "LifeWise Wealth Advisors is committed to educating its clients on personal finance and investing. Their client education program is excellent." - Emily W.
* "The team at LifeWise Wealth Advisors is responsive, reliable, and knowledgeable. We are grateful for their expertise and guidance." - David L.

Overall, LifeWise Wealth Advisors is a reputable financial planning and wealth management firm that provides comprehensive services to individuals and families. With its experienced team, personalized service, and state-of-the-art technology, the company is well-equipped to help clients achieve their financial goals and build a secure financial future.

👍 Reviews of LifeWise Wealth Advisors

Jay J.

5/5

Honestly if there was a way to give 10/5 stars I would in a heartbeat. I spoke to John M the financial advisor/ professional. After speaking through my goals and life experiences he gave me a very honest very throughout explanation throughout our speaking. Not only did he wait until I got off work and stayed late to speak to me, but he didn’t push me out or make me feel rushed. he spoke to me with professionalism and respect for my opinions as well. He even advised that in my situation I didn’t need his services and didn’t want me to spend my hard earned money on something he didn’t feel was worth it for me.

I left with a sense of accomplishment and shock from how kind, genuine, and overall helpful John was for me. I couldn’t have asked for a better experience from ANY business in Champaign Urbana. Thank you so much John and lifewise. Whatever you’re doing keep doing it. I can’t thank you enough.

Josh M.

5/5

Excellent team. Great wealth of knowledge, would encourage everyone who wants to retire to have a good plan based on a solid foundation. They have the know how to adapt plans to each person's individual scenario. Thanks for the assistance.

Hall H.

5/5

Very professional and knowledgeable. They were very helpful in helping me understanding the various investment options and helped me choose the best plan for both short and long term goals.