LifeWise Wealth Advisors - Champaign, Illinois

Introduction

LifeWise Wealth Advisors, located at 2911 Crossing Ct Suite #102 in Champaign, IL, is a professional financial planning firm dedicated to helping individuals and families achieve their financial goals. With a commitment to personalized service and comprehensive strategies, LifeWise Wealth Advisors has established itself as a trusted resource in the Champaign-Urbana community.

Main Services

• Comprehensive Financial Planning: LifeWise Wealth Advisors offers a holistic approach to financial planning, addressing all aspects of your financial life. This includes retirement planning, investment management, tax planning, estate planning, and risk management.
• Retirement Planning: The firm specializes in helping clients prepare for retirement by creating customized retirement plans. They provide guidance on retirement savings strategies, pension plans, and Social Security optimization.
• Investment Management: LifeWise Wealth Advisors offers investment management services tailored to each client's unique financial goals, risk tolerance, and time horizon. They utilize a disciplined, long-term approach to investing.
• Tax Planning: The firm works closely with clients to develop tax-efficient strategies that minimize their tax liability. They stay up-to-date with the latest tax laws and regulations to ensure clients are taking full advantage of available deductions and credits.
• Estate Planning: LifeWise Wealth Advisors helps clients protect their assets and ensure their wealth is distributed according to their wishes. They provide guidance on wills, trusts, and other estate planning documents.
• Risk Management: The firm offers risk management strategies to protect clients' assets and financial well-being. This includes insurance planning, emergency fund management, and debt management.

Location and Access

LifeWise Wealth Advisors is conveniently located in the Crossing Shopping Center at the intersection of Duncan Road and Windsor Road in Champaign, IL. The office is easily accessible from major roads such as I-57 and I-74.

• Neighborhood: The office is situated in the northwest part of Champaign, near the bustling Campustown neighborhood. This area is known for its vibrant mix of local businesses, restaurants, and entertainment venues.
• Transportation: Several public transportation options are available nearby. The Champaign-Urbana Mass Transit District (MTD) operates bus services in the area, with the nearest stop just a short walk from the office.
• Parking: LifeWise Wealth Advisors offers free parking in the shopping center's lot, making it easy for clients to access the office. The parking lot is wheelchair-accessible, with designated spaces available.

Featured Characteristics

• Wheelchair Accessibility: The office is designed to be wheelchair-accessible, with a ramp leading to the entrance and a wheelchair-accessible restroom on-site. This ensures that all clients can access the office comfortably and safely.
• Appointments Recommended: LifeWise Wealth Advisors encourages clients to schedule appointments in advance to ensure they receive the full attention and personalized service they deserve. Walk-ins are welcome, but appointments are recommended to guarantee availability.
• Free Consultation: The firm offers a free initial consultation to potential clients, providing an opportunity to discuss their financial goals and determine if LifeWise Wealth Advisors is the right fit for their needs.

Practical Information

• Address: 2911 Crossing Ct Suite #102, Champaign, IL 61822, United States
• Phone: 2173518755
• Website: lifewisewealth.com
• Hours: Monday - Friday, 8:30 AM - 5:00 PM. The office is closed on Saturdays and Sundays.

Positive Aspects from Reviews

LifeWise Wealth Advisors has a strong reputation in the Champaign-Urbana community, with an average rating of 5/5 from 3 reviews on Google My Business. Clients praise the firm's personalized approach to financial planning, with several mentioning the following positive aspects:

• Expertise and Knowledge: Clients commend the firm's extensive knowledge of financial planning and investment strategies, as well as their ability to explain complex concepts in a clear and understandable manner.
• Personalized Service: LifeWise Wealth Advisors is praised for its commitment to understanding each client's unique financial situation and goals, and tailoring their services to meet those needs.
• Responsiveness and Communication: Clients appreciate the firm's prompt response to inquiries and their proactive approach to keeping clients informed about their financial plans and market conditions.
• Trust and Integrity: Several clients mention the trust they have in the firm's recommendations and the integrity of the advisors, highlighting the importance of these qualities in building long-term relationships.

These positive aspects demonstrate LifeWise Wealth Advisors' commitment to providing exceptional service and helping clients achieve their financial goals.

LifeWise Wealth Advisors offers a comprehensive range of financial planning services, tailored to the unique needs of each client. With a convenient location, accessible office, and a strong reputation in the community, the firm is an excellent resource for individuals and families seeking expert financial guidance. By focusing on personalized service, comprehensive strategies, and ongoing communication, LifeWise Wealth Advisors helps clients navigate the complex world of finance and achieve their long-term financial goals.

👍 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.