LifeWise Wealth Advisors - Champaign, Illinois

LifeWise Wealth Advisors: A Comprehensive Guide to Financial Planning

Located in the heart of Champaign, Illinois, LifeWise Wealth Advisors is a reputable financial planning firm that has been serving the community for years. With a strong commitment to providing exceptional service and expert guidance, this firm has established itself as a trusted resource for individuals and families seeking financial clarity and security.

Main Services

• Financial Planning: LifeWise Wealth Advisors offers comprehensive financial planning services, including budgeting, investment planning, and retirement planning.
• Retirement Planning: The firm helps clients create customized retirement plans, ensuring they have a secure financial future.
• Investment Management: LifeWise Wealth Advisors provides investment management services, including portfolio management and investment advice.
• Insurance Planning: The firm offers insurance planning services, including life insurance, health insurance, and disability insurance.
• Tax Planning: LifeWise Wealth Advisors helps clients optimize their tax strategy, ensuring they minimize their tax liability.
• Estate Planning: The firm provides estate planning services, including wills, trusts, and power of attorney.
• Business Planning: LifeWise Wealth Advisors offers business planning services, including business valuation and succession planning.
• Education Planning: The firm helps clients plan for their children's education, including 529 plans and college savings.
• Philanthropy: LifeWise Wealth Advisors provides philanthropic services, including charitable giving and donor-advised funds.

Location and Access

LifeWise Wealth Advisors is conveniently located at 2911 Crossing Ct Suite #102, Champaign, IL 61822, United States. The firm is easily accessible by car, with ample parking available on site. The building is wheelchair-accessible, with a wheelchair-accessible entrance, car park, seating, and toilet. Appointments are recommended, and the firm is open to accommodate clients with disabilities.

The firm's location in Champaign provides easy access to major highways and interstates, making it convenient for clients to visit from surrounding areas. The city of Champaign offers a range of amenities, including restaurants, shops, and cultural attractions.

Featured Characteristics

LifeWise Wealth Advisors is known for its commitment to providing exceptional service and expert guidance. Some of the firm's notable features include:

• Experienced Team: LifeWise Wealth Advisors has a team of experienced financial professionals, including certified financial planners, chartered financial analysts, and certified public accountants.
• Personalized Service: The firm provides personalized service, tailoring its advice and guidance to meet the unique needs of each client.
• Comprehensive Approach: LifeWise Wealth Advisors takes a comprehensive approach to financial planning, considering all aspects of a client's financial situation.
• Technology-Driven: The firm is technology-driven, utilizing the latest financial planning software and tools to provide clients with accurate and up-to-date information.
• Community Involvement: LifeWise Wealth Advisors is committed to giving back to the community, participating in local charity events and supporting educational initiatives.

Practical Information

LifeWise Wealth Advisors is easily accessible by car, with ample parking available on site. The firm is wheelchair-accessible, with a wheelchair-accessible entrance, car park, seating, and toilet. Appointments are recommended, and the firm is open to accommodate clients with disabilities.

The firm's office hours are:

• Monday: 9:00 AM - 5:00 PM
• Tuesday: 9:00 AM - 5:00 PM
• Wednesday: 9:00 AM - 5:00 PM
• Thursday: 9:00 AM - 5:00 PM
• Friday: 9:00 AM - 5:00 PM

The firm's contact information is:

• Phone: 217-351-8755
• Email: [[email protected]](mailto:[email protected])
• Website: lifewisewealth.com

Opinions and Reviews

LifeWise Wealth Advisors has received overwhelmingly positive reviews from clients and critics alike. With an average rating of 5/5 on Google My Business, the firm has established itself as a trusted and reliable resource for financial planning and advice.

Some of the positive aspects of the firm's reviews include:

• Expert guidance and advice
• Personalized service and attention to detail
• Comprehensive approach to financial planning
• Technology-driven and up-to-date information
• Community involvement and commitment to giving back

Overall, LifeWise Wealth Advisors is a reputable and trustworthy financial planning firm that provides exceptional service and expert guidance. With its comprehensive approach, technology-driven tools, and commitment to the community, the firm is an excellent choice for individuals and families seeking financial clarity and security.

👍 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.