LifeWise Wealth Advisors - Champaign, Illinois

LifeWise Wealth Advisors: Expert Financial Guidance in Champaign, IL

Main Services

• Financial Planning: LifeWise Wealth Advisors offers comprehensive financial planning services, including retirement planning, investment management, and estate planning.
• Investment Management: The company provides personalized investment management services, helping clients achieve their financial goals through a range of investment options.
• Retirement Planning: LifeWise Wealth Advisors assists clients in creating customized retirement plans, ensuring a secure financial future.
• Estate Planning: The company offers estate planning services, including wills, trusts, and powers of attorney, to protect clients' assets and ensure a smooth transition.
• Tax Planning: LifeWise Wealth Advisors provides tax planning services, helping clients minimize their tax liability and maximize their after-tax returns.
• Insurance Planning: The company offers insurance planning services, including life insurance, disability insurance, and long-term care insurance.
• Business Planning: LifeWise Wealth Advisors assists small business owners in creating business plans, securing funding, and managing cash flow.
• Education Planning: The company offers education planning services, helping clients save for their children's education expenses.
• Philanthropy: LifeWise Wealth Advisors provides philanthropic services, helping clients create charitable trusts and foundations.

Location and Access

LifeWise Wealth Advisors is located at 2911 Crossing Ct Suite #102, Champaign, IL 61822, in the heart of Champaign, Illinois. The company is easily accessible by car, with a wheelchair-accessible parking lot and entrance. The building is situated in a quiet neighborhood, making it an ideal location for clients seeking personalized financial guidance.

The company is conveniently located near several major highways, including Interstate 57 and Interstate 72, making it easily accessible by car. The nearest airport is the Central Illinois Regional Airport, which offers flights to major cities across the United States.

Featured Characteristics

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

Practical Information

* Address: 2911 Crossing Ct Suite #102, Champaign, IL 61822
* Phone: 217-351-8755
* Website: lifewisewealth.com
* Business Hours: Monday - Friday, 8:30am - 5:00pm
* Email: [[email protected]](mailto:[email protected])

Opinions

LifeWise Wealth Advisors has received overwhelmingly positive reviews from clients. On Google My Business, the company has an average rating of 5/5 stars, with clients praising the company's expertise, professionalism, and personalized service.

One client praised the company's financial planning services, saying, "LifeWise Wealth Advisors helped me create a customized financial plan that has helped me achieve my financial goals. Their team is knowledgeable, friendly, and always available to answer my questions."

Another client commended the company's investment management services, stating, "I was impressed by the variety of investment options available to me. LifeWise Wealth Advisors took the time to explain each option in detail, making it easy for me to make informed decisions."

Overall, LifeWise Wealth Advisors has established itself as a trusted and reputable financial advisory firm in Champaign, IL. With its comprehensive range of services, wheelchair-accessible facilities, and exceptional client reviews, the company is an ideal choice for individuals and businesses seeking expert financial guidance.

👍 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.