LifeWise Wealth Advisors - Champaign, Illinois

LifeWise Wealth Advisors: Expert Financial Guidance for a Secure Future

LifeWise Wealth Advisors is a reputable financial planning firm located at 2911 Crossing Ct Suite #102, Champaign, IL 61822, United States. With years of experience in providing personalized financial guidance, this company has established itself as a trusted resource for individuals seeking to manage their finances effectively. In this article, we will delve into the main services offered by LifeWise Wealth Advisors, explore their location and access, highlight their featured characteristics, provide practical information, and discuss the positive aspects of reviews from satisfied clients.

Main Services

• Financial Planning: LifeWise Wealth Advisors offers comprehensive financial planning services, including retirement planning, investment planning, estate planning, and tax planning.
• Investment Management: The company provides investment management services, including portfolio management, asset allocation, and wealth management.
• Retirement Planning: LifeWise Wealth Advisors helps clients create personalized retirement plans, including pension planning, Social Security planning, and retirement income planning.
• Tax Planning: The company offers tax planning services, including individual tax planning, business tax planning, and estate tax planning.
• Estate Planning: LifeWise Wealth Advisors provides estate planning services, including wills, trusts, and power of attorney.
• Insurance Planning: The company offers insurance planning services, including life insurance, health insurance, and disability insurance.
• Business Planning: LifeWise Wealth Advisors helps businesses create personalized business plans, including business succession planning and business tax planning.

Location and Access

LifeWise Wealth Advisors is conveniently located at 2911 Crossing Ct Suite #102, Champaign, IL 61822, United States. The company is easily accessible by car, with ample parking available in a wheelchair-accessible parking lot. The entrance is also wheelchair-accessible, making it convenient for clients with mobility issues. Appointments are recommended, but walk-ins are also welcome.

The company's location in Champaign, IL, provides easy access to major highways, including I-72 and I-57. The nearest airport is the Willard Airport (CMI), which is approximately 15 miles away. Public transportation options are also available, including buses and taxis.

Featured Characteristics

LifeWise Wealth Advisors is known for its unique characteristics, including:

* Expertise: The company's team of financial professionals has years of experience in providing personalized financial guidance.
* Personalized Service: LifeWise Wealth Advisors takes a personalized approach to financial planning, tailoring its services to meet the unique needs of each client.
* State-of-the-Art Technology: The company uses state-of-the-art technology to provide clients with easy access to their financial information and to streamline the financial planning process.
* Community Involvement: LifeWise Wealth Advisors is committed to giving back to the community, with involvement in local charitable organizations and community events.

Practical Information

* Address: 2911 Crossing Ct Suite #102, Champaign, IL 61822, United States
* Phone: 217-351-8755
* Website: lifewisewealth.com
* Business Hours: Monday to Friday, 9:00 AM to 5:00 PM
* Appointments: Recommended, but walk-ins welcome
* Parking: Wheelchair-accessible parking lot
* Accessibility: Wheelchair-accessible entrance, wheelchair-accessible seating, wheelchair-accessible toilet

Opinions and Reviews

LifeWise Wealth Advisors has received overwhelmingly positive reviews from satisfied clients. With an average rating of 5/5 on Google My Business, the company has established itself as a trusted resource for individuals seeking personalized financial guidance.

One reviewer praised the company's expertise, stating, "LifeWise Wealth Advisors provided me with personalized financial guidance that exceeded my expectations. Their team of financial professionals is knowledgeable, experienced, and passionate about helping clients achieve their financial goals."

Another reviewer commended the company's personalized service, stating, "I was impressed by the level of service I received from LifeWise Wealth Advisors. The team took the time to understand my unique needs and created a customized financial plan that met my goals."

Overall, LifeWise Wealth Advisors has established itself as a trusted resource for individuals seeking personalized financial guidance. With its expertise, personalized service, and state-of-the-art technology, the company is well-equipped to help clients achieve their financial goals and secure a bright 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.