LifeWise Wealth Advisors - Champaign, Illinois

LifeWise Wealth Advisors: Expert Financial Guidance for a Secure Future

LifeWise Wealth Advisors, located at 2911 Crossing Ct Suite #102, Champaign, IL 61822, United States, is a reputable financial planning firm that has been providing expert guidance to individuals and families seeking to manage their wealth effectively. With years of experience and a team of skilled financial professionals, LifeWise Wealth Advisors offers a comprehensive range of services designed to help clients achieve their long-term financial goals.

Main Services

• Financial Planning: LifeWise Wealth Advisors provides personalized financial planning services, including retirement planning, investment planning, and estate planning.
• Investment Management: The firm offers a range of investment management services, including portfolio management, asset allocation, and wealth management.
• Tax Planning: LifeWise Wealth Advisors helps clients minimize their tax liability through tax planning, including tax planning for retirement, estate, and gift taxes.
• Retirement Planning: The firm provides retirement planning services, including retirement income planning, retirement savings planning, and Social Security optimization.
• Estate Planning: LifeWise Wealth Advisors helps clients create a comprehensive estate plan, including wills, trusts, and powers of attorney.
• Business Planning: The firm provides business planning services, including business valuation, business succession planning, and business tax planning.
• Insurance Planning: LifeWise Wealth Advisors offers insurance planning services, including life insurance, disability insurance, and long-term care insurance.
• Wealth Management: The firm provides wealth management services, including portfolio management, wealth planning, and family office services.
• Non-Profit Planning: LifeWise Wealth Advisors helps non-profit organizations with financial planning, including budgeting, fundraising, and grant writing.
• Small Business Planning: The firm provides small business planning services, including business planning, financial planning, and tax planning.

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 in the building's parking lot. The location is also wheelchair accessible, with wheelchair-accessible entrances, car parks, seating, and toilets. Appointments are recommended, and the firm is open to accommodate clients with mobility issues.

The surrounding area is a vibrant and diverse neighborhood, with a mix of shops, restaurants, and entertainment venues. The firm is close to the University of Illinois at Urbana-Champaign, making it an ideal location for professionals and students alike.

Featured Characteristics

• Wheelchair-accessible car park
• Wheelchair-accessible entrance
• Wheelchair-accessible seating
• Wheelchair-accessible toilet
• Toilet
• Appointments recommended
• Free parking lot
• Phone: 217-351-8755
• Website: lifewisewealth.com

Practical Information

* Address: 2911 Crossing Ct Suite #102, Champaign, IL 61822, United States
* Phone: 217-351-8755
* Website: lifewisewealth.com
* Hours of Operation: [Insert hours of operation]
* Appointments: Recommended
* Parking: Free parking lot
* Accessibility: Wheelchair-accessible entrance, car park, seating, and toilets

Reviews and Opinions

LifeWise Wealth Advisors has received an impressive average rating of 5/5 stars on Google My Business, based on 3 reviews. Clients have praised the firm's expertise, professionalism, and personalized service.

* "I was impressed by the team's knowledge and expertise in financial planning. They took the time to understand my needs and created a customized plan that met my goals." - Google Review
* "LifeWise Wealth Advisors is a trusted partner in my financial journey. Their guidance and support have helped me achieve my financial objectives." - Google Review
* "I was hesitant to work with a financial advisor, but LifeWise Wealth Advisors put my mind at ease. They explained everything in a way that made sense to me, and I appreciate their commitment to my success." - Google Review

👍 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.