LifeWise Wealth Advisors - Champaign, Illinois

Introducing LifeWise Wealth Advisors

Located at 2911 Crossing Ct Suite #102, Champaign, IL 61822, United States, LifeWise Wealth Advisors is a highly-regarded financial planning company that has been helping individuals and families secure their financial future for years. With a team of experienced and knowledgeable financial planners, LifeWise Wealth Advisors offers a range of services to help clients achieve their financial goals, from investment management to retirement planning and more.

Main Services

• Financial Planning: LifeWise Wealth Advisors offers comprehensive financial planning services to help clients create a roadmap to achieve their financial goals. This includes assessing clients' current financial situation, identifying areas for improvement, and developing a personalized plan to help them reach their objectives.
• Investment Management: LifeWise Wealth Advisors manages investments on behalf of their clients, providing customized portfolios that align with each client's unique financial goals and risk tolerance.
• Retirement Planning: LifeWise Wealth Advisors helps clients prepare for retirement by assessing their current financial situation, projecting their future income needs, and developing a comprehensive plan to help ensure they have enough savings to support their desired lifestyle in retirement.
• Tax Planning and Strategy: LifeWise Wealth Advisors works with clients to minimize their tax liabilities and maximize their tax benefits through strategic tax planning and management.

Location and Access

LifeWise Wealth Advisors is conveniently located at 2911 Crossing Ct Suite #102, Champaign, IL 61822, United States. The office is wheelchair-accessible, with both a wheelchair-accessible car park and entrance. Appointments are recommended but not required, and the office offers a free parking lot for clients' convenience.

Featured Characteristics

• Wheelchair-accessible: LifeWise Wealth Advisors takes pride in being fully wheelchair-accessible, ensuring that all clients, including those with mobility difficulties, can easily access the office and its services.
• Appointments Recommended: While not required, appointments are recommended for clients visiting the office. This allows LifeWise Wealth Advisors to ensure they are available to provide the best possible service and attention to each client.
• Free Parking Lot: LifeWise Wealth Advisors provides a free parking lot for clients, making it easy and convenient for them to reach the office without worrying about additional parking fees.

Practical Information

LifeWise Wealth Advisors can be reached at their phone number, 217-351-8755, or through their website at lifewisewealth.com. The company is well-reviewed, with an average rating of 5/5 on Google My Business. Clients often praise the knowledge and expertise of the financial planners at LifeWise Wealth Advisors, as well as their commitment to providing personalized, high-quality services to help clients achieve their financial goals.

Positive Aspects from Reviews

• Knowledgeable and experienced financial planners
• Personalized, comprehensive services tailored to each client's needs
• Excellent communication and attention to clients' concerns
• Accessible, wheelchair-friendly office

In conclusion, LifeWise Wealth Advisors is a reputable and reliable financial planning company located in Champaign, Illinois. With a wide range of services and a commitment to providing personalized, high-quality assistance, LifeWise Wealth Advisors is well-positioned to help individuals and families achieve their financial goals and secure their 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.