LifeWise Wealth Advisors - Champaign, Illinois

LifeWise Wealth Advisors: Expert Financial Guidance in Champaign, IL

Located in the heart of Champaign, IL, LifeWise Wealth Advisors offers a comprehensive range of financial services designed to help individuals and families achieve their long-term goals. With a team of experienced financial planners, the company provides personalized guidance and support to navigate the complex world of finance.

Main Services

• Financial Planning: LifeWise Wealth Advisors offers customized financial planning services to help clients create a clear vision for their financial future. From creating a budget to developing a retirement plan, the company's financial planners will work with you to identify your goals and develop a tailored plan to achieve them.
• Investment Management: With a range of investment options to choose from, LifeWise Wealth Advisors helps clients build a diversified portfolio that aligns with their risk tolerance and financial goals. The company's experienced investment managers will work with you to develop a strategy that meets your unique needs.
• Retirement Planning: Whether you're approaching retirement or already there, LifeWise Wealth Advisors can help you create a sustainable income stream that will support your lifestyle for years to come. The company's retirement planners will work with you to develop a comprehensive plan that takes into account your income needs, expenses, and investment goals.
• Education Planning: If you're a parent or grandparent looking to secure your child's or grandchild's financial future, LifeWise Wealth Advisors can help. The company's education planners will work with you to develop a plan that takes into account your child's current needs, future goals, and investment options.
• Estate Planning: LifeWise Wealth Advisors understands the importance of having a well-planned estate. The company's estate planners will work with you to develop a comprehensive plan that addresses your wishes for the distribution of your assets after your passing.
• Tax Planning: With the ever-changing tax landscape, LifeWise Wealth Advisors helps clients navigate the complexities of tax planning. The company's tax planners will work with you to develop a strategy that minimizes your tax liability and maximizes your after-tax returns.

Location and Access

LifeWise Wealth Advisors is conveniently located at 2911 Crossing Ct Suite #102, Champaign, IL 61822. The office is easily accessible by car, with a wheelchair-accessible parking lot and entrance. The company's staff is committed to providing exceptional service to all clients, regardless of their mobility needs.

The office is also wheelchair-accessible, with seating and toilet facilities available for clients who require them. Appointments are recommended to ensure that the financial planners can devote the necessary time and attention to each client's needs. Free parking is available on site, making it easy for clients to visit the office without incurring additional costs.

Featured Characteristics

LifeWise Wealth Advisors is committed to providing exceptional service and support to its clients. Some of the company's featured characteristics include:

• Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible seating, Wheelchair-accessible toilet
• Toilet, Appointments recommended, Free parking lot

Practical Information

LifeWise Wealth Advisors can be contacted by phone at 217-351-8755 or by visiting their website at lifewisewealth.com. The company's hours of operation are:

Monday: 8:00 am - 5:00 pm

Tuesday: 8:00 am - 5:00 pm

Wednesday: 8:00 am - 5:00 pm

Thursday: 8:00 am - 5:00 pm

Friday: 8:00 am - 5:00 pm

LifeWise Wealth Advisors is a registered investment advisor and is licensed to conduct business in the state of Illinois. The company is also a member of the Financial Planning Association (FPA) and the National Association of Personal Financial Advisors (NAPFA).

Opinions and Reviews

LifeWise Wealth Advisors has received an average rating of 5/5 stars on Google My Business, based on 3 reviews. Here's what some of the company's clients have to say:

• "LifeWise Wealth Advisors has been a game-changer for our family. Their financial planners are knowledgeable, professional, and genuinely care about our needs. We highly recommend them to anyone looking for expert financial guidance."
• "We were blown away by the level of service we received from LifeWise Wealth Advisors. From the initial consultation to the final plan, the team was responsive, knowledgeable, and transparent. We're so grateful to have found them."
• "LifeWise Wealth Advisors has helped us navigate the complexities of retirement planning. Their expertise and guidance have given us peace of mind and a clear vision for our financial future. We can't recommend them enough."

👍 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.