LifeWise Wealth Advisors - Champaign, Illinois

LifeWise Wealth Advisors: A Comprehensive Guide to Financial Planning

Located in the heart of Champaign, Illinois, LifeWise Wealth Advisors is a reputable financial planning firm that has been serving the needs of individuals and families for years. With a team of experienced financial planners, the company offers a wide range of services designed to help clients achieve their financial goals. In this article, we will delve into the main services offered by LifeWise Wealth Advisors, its location and accessibility, featured characteristics, practical information, and highlight the positive aspects of reviews from clients.

Main Services

• Retirement Planning: LifeWise Wealth Advisors helps clients create a comprehensive retirement plan, including investment strategies, tax planning, and estate planning.
• Investment Management: The company offers a range of investment management services, including portfolio management, wealth management, and investment planning.
• Financial Planning: LifeWise Wealth Advisors provides personalized financial planning services, including budgeting, savings, and debt management.
• Education Planning: The company helps clients plan for their children's education, including college savings and 529 plans.
• Estate Planning: LifeWise Wealth Advisors offers estate planning services, including wills, trusts, and powers of attorney.
• Insurance Planning: The company helps clients plan for the unexpected, including life insurance, disability insurance, and long-term care insurance.

Location and Access

LifeWise Wealth Advisors is located at 2911 Crossing Ct Suite #102, Champaign, IL 61822, United States. The company is easily accessible by car, with a wheelchair-accessible parking lot and entrance. The facility is also wheelchair-accessible, with seating and toilet facilities available for clients with disabilities. Appointments are recommended, and free parking is available on site.

Champaign is a vibrant college town, home to the University of Illinois at Urbana-Champaign. The city offers a range of amenities, including shopping centers, restaurants, and cultural attractions. The company is situated in a convenient location, making it easy for clients to access its services.

Featured Characteristics

LifeWise Wealth Advisors is known for its expertise in financial planning and investment management. The company's team of experienced financial planners is dedicated to providing personalized service to clients. Some of the featured characteristics of the company include:

• Expertise in financial planning and investment management
• Personalized service to clients
• Wheelchair-accessible facility
• Free parking on site
• Convenient location in Champaign, IL

Practical Information

Here are some practical details about LifeWise Wealth Advisors:

• Address: 2911 Crossing Ct Suite #102, Champaign, IL 61822, United States
• Phone: 217-351-8755
• Website: lifewisewealth.com
• Email: [not available]
• Hours of operation: [not available]

Positive Aspects of Reviews

LifeWise Wealth Advisors has received excellent reviews from clients, with an average rating of 5/5 on Google My Business. Some of the positive aspects of reviews include:

• Expertise and knowledge: Clients praise the company's expertise and knowledge in financial planning and investment management.
• Personalized service: Clients appreciate the personalized service provided by the company's team of financial planners.
• Professional and courteous staff: Clients praise the company's staff for their professionalism and courtesy.
• Convenient location: Clients appreciate the company's convenient location in Champaign, IL.

Overall, LifeWise Wealth Advisors is a reputable financial planning firm that offers a range of services designed to help clients achieve their financial goals. With its expertise, personalized service, and convenient location, the company is an excellent choice for individuals and families seeking financial planning and investment management services.

👍 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.