LifeWise Wealth Advisors - Champaign, Illinois

LifeWise Wealth Advisors: Your Trusted Financial Partner in Champaign, IL

LifeWise Wealth Advisors is a premier financial planning firm located in the heart of Champaign, Illinois. With its state-of-the-art facilities and experienced team of financial experts, this company is dedicated to providing personalized financial planning services to individuals and businesses alike. In this article, we will delve into the services offered by LifeWise Wealth Advisors, its location and access, and the unique characteristics that make it stand out from the rest.

Main Services

• Retirement Planning: LifeWise Wealth Advisors offers comprehensive retirement planning services, including retirement account planning, investment strategy, and distribution planning to ensure that your golden years are secure and fulfilling.
• Investment Management: Our team of expert investment managers will work closely with you to create a customized investment portfolio that aligns with your financial goals and risk tolerance, ensuring that your wealth grows over time.
• Estate Planning: LifeWise Wealth Advisors provides personalized estate planning services, including wills, trusts, and powers of attorney, to ensure that your assets are distributed according to your wishes and minimizes taxes and disputes.
• Tax Planning: Our team of tax experts will help you navigate the complex world of tax laws and regulations, ensuring that you take advantage of available deductions and credits to minimize your tax liability.
• Business Planning: Whether you're an entrepreneur or business owner, LifeWise Wealth Advisors can help you create a comprehensive business plan, including financial projections, funding options, and exit strategies.

Location and Access

LifeWise Wealth Advisors is located at 2911 Crossing Ct Suite #102, Champaign, IL 61822, making it easily accessible by car or public transportation. The office is wheelchair-accessible, with a wheelchair-accessible car park, entrance, seating, and toilet. The free parking lot provides ample space for clients to park their vehicles. Appointments are recommended, but walk-ins are also welcome.

The office is situated in the heart of Champaign, within walking distance to various restaurants, shops, and amenities. The surrounding neighborhood is quiet and family-friendly, with plenty of green spaces and parks nearby. The office is also close to public transportation options, making it easy for clients to commute to and from the office.

Featured Characteristics

• State-of-the-art facilities: LifeWise Wealth Advisors' office is equipped with the latest technology and technology, ensuring that clients receive the best possible service.
• Experienced team: Our team of financial experts has years of experience in providing personalized financial planning services to individuals and businesses.
• Comprehensive services: LifeWise Wealth Advisors offers a wide range of financial services, including retirement planning, investment management, estate planning, tax planning, and business planning.
• Personalized approach: We take a tailored approach to each client, understanding their unique financial goals and needs to provide personalized recommendations.
• Flexibility: LifeWise Wealth Advisors is flexible and accommodating, offering flexible scheduling and convenient appointment times to suit each client's needs.

Practical Information

• Address: 2911 Crossing Ct Suite #102, Champaign, IL 61822
• Phone: 217-351-8755
• Website: lifewisewealth.com
• Hours of Operation: [insert hours of operation]
• Appointments: Recommended, but walk-ins are welcome
• Free parking lot

Opinions

LifeWise Wealth Advisors has received an impressive 3 reviews on Google My Business, with an average rating of 5/5. Clients praise the firm's expertise, professionalism, and personalized approach. One reviewer noted that the team was "knowledgeable, courteous, and responsive," while another praised the firm's ability to "explain complex financial concepts in a clear and concise manner."

Overall, LifeWise Wealth Advisors is a trusted financial partner that offers a wide range of personalized financial planning services. With its state-of-the-art facilities, experienced team, and comprehensive services, this company is an excellent 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.