LifeWise Wealth Advisors - Champaign, Illinois

Introduction to LifeWise Wealth Advisors

LifeWise Wealth Advisors, situated at 2911 Crossing Ct Suite #102, Champaign, IL 61822, United States, is a distinguished financial planning firm dedicated to helping clients achieve their financial goals and secure their future. With a strong commitment to personalized service and expert guidance, this boutique wealth management firm has been serving the Champaign-Urbana community and beyond since its inception.

Main Services

• Comprehensive Financial Planning: LifeWise Wealth Advisors offers holistic financial planning services tailored to each client's unique needs and objectives. Their comprehensive approach encompasses investment management, retirement planning, tax planning, estate planning, and risk management.
• Investment Management: The firm employs a disciplined, evidence-based investment approach to help clients grow and preserve their wealth. They provide personalized portfolios and regular portfolio reviews to ensure clients remain on track to meet their financial goals.
• Retirement Planning: Whether you're approaching retirement or already retired, LifeWise Wealth Advisors can help you navigate this complex phase of life. They assist clients in creating sustainable retirement income strategies, optimizing Social Security benefits, and managing retirement assets.
• Tax Planning: The firm works closely with clients' tax professionals or provides referrals to help minimize taxes and maximize after-tax returns. They integrate tax planning into their overall financial planning process to ensure clients keep more of what they earn.
• Estate Planning: LifeWise Wealth Advisors helps clients protect their assets and ensure they are distributed according to their wishes. They provide guidance on wills, trusts, powers of attorney, and other estate planning documents, as well as strategies to minimize estate taxes.
• Risk Management: The firm helps clients identify and mitigate financial risks through insurance planning and asset allocation strategies. They work with clients to ensure they have adequate protection for their most valuable assets, including life, disability, and long-term care insurance.

Location and Access

LifeWise Wealth Advisors is conveniently located in the Champaign Park District area, near the intersection of Crossing Court and Neil Street. The office is easily accessible from major thoroughfares, including Interstate 57 and U.S. Route 45. The nearest public transportation options are the Champaign-Urbana Mass Transit District (CUMTD) bus stops located within a short walking distance from the office.

The office is situated in a modern, accessible building with ample free parking available in the lot adjacent to the building. The wheelchair-accessible car park is located closest to the entrance, ensuring convenient access for all clients. The building also features a wheelchair-accessible entrance, seating, and toilet facilities to accommodate clients with mobility impairments.

Featured Characteristics

• Fiduciary Standards: LifeWise Wealth Advisors adheres to the fiduciary standard, which requires them to act in their clients' best interests at all times. This commitment to integrity and transparency sets them apart from other financial planning firms.
• Personalized Service: The firm believes in building long-term relationships with clients and providing a high level of personalized service. They take the time to understand each client's unique financial situation, goals, and concerns before developing a customized plan.
• Expertise: The team at LifeWise Wealth Advisors consists of highly skilled and experienced financial advisors, many of whom hold advanced degrees and certifications in financial planning, investment management, and retirement planning.
• Technology: The firm leverages state-of-the-art technology to enhance the client experience and provide real-time access to financial information. They offer secure online client portals, paperless account management, and digital tools to help clients stay on top of their finances.

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 (EST)
• Appointments: Recommended. Schedule a complimentary initial consultation by calling the office or filling out the contact form on their website.
• Parking: Free parking lot available on-site.

Positive Aspects from Reviews

LifeWise Wealth Advisors has an average rating of 5/5 stars based on 3 reviews on Google My Business. Clients have praised the firm's professionalism, expertise, and personalized approach to financial planning. Some of the positive aspects mentioned in the reviews include:

• Expert and knowledgeable advisors who take the time to understand each client's unique financial situation and provide tailored solutions.
• Transparent and communicative approach to financial planning, ensuring clients are informed and involved in the decision-making process.
• Accessible and convenient office location with ample free parking.
• Friendly and welcoming atmosphere, making clients feel valued and appreciated.

These positive aspects, combined with the firm's comprehensive range of services and commitment to fiduciary standards, make LifeWise Wealth Advisors an excellent choice for individuals and families seeking expert financial guidance in the Champaign-Urbana area and beyond.

👍 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.