LifeWise Wealth Advisors - Champaign, Illinois

LifeWise Wealth Advisors: Comprehensive Financial Planning in Champaign

Nestled in the heart of Champaign, Illinois, LifeWise Wealth Advisors offers a beacon of financial guidance and expertise to the local community and beyond. Situated at 2911 Crossing Ct Suite #102, this esteemed financial planning firm is committed to helping clients navigate the complexities of wealth management, retirement planning, and investment strategies.

Main Services

• Comprehensive Financial Planning: LifeWise Wealth Advisors provides holistic financial planning services, tailored to each client's unique goals and circumstances. This includes assessing their financial situation, identifying objectives, and developing a strategic roadmap to achieve long-term success.
• Investment Management: The team at LifeWise offers personalized investment strategies, designed to align with clients' risk tolerance, time horizon, and financial objectives. They provide ongoing portfolio management and monitoring to help clients stay on track towards their goals.
• Retirement Planning: Whether you're just starting to save for retirement or nearing your golden years, LifeWise Wealth Advisors can help you navigate the intricacies of retirement planning. Their services include 401(k) rollovers, pension options, Social Security maximization, and retirement income planning.
• Estate Planning: LifeWise Wealth Advisors works with clients to ensure their assets are protected and distributed according to their wishes. This includes wills, trusts, beneficiary designations, and strategies to minimize estate taxes.
• Tax Planning: The team at LifeWise understands that tax efficiency is a crucial component of wealth preservation. They provide strategies to help clients minimize their tax liability and maximize their after-tax returns.
• Insurance Planning: LifeWise Wealth Advisors helps clients identify potential risks and offers solutions to mitigate those risks. This includes life insurance, disability income insurance, long-term care insurance, and umbrella coverage.

Location and Accessibility

LifeWise Wealth Advisors is conveniently located in the Champaign County Business Park, just off Route 72 and near the intersection of N Neil St and W Town Rd. The office is easily accessible from downtown Champaign and nearby neighborhoods like Urbana and Savoy. Public transportation is available nearby, with the nearest bus stop served by the Champaign-Urbana Mass Transit District (CUMTD) at the corner of N Neil St and W Town Rd.

The office is wheelchair-accessible, with a dedicated parking spot available in the lot. The entrance is also wheelchair-accessible, and the building features an elevator for easy access to the second floor. Wheelchair-accessible seating and restrooms are available within the office.

Featured Characteristics

• Fiduciary Duty: As a fee-only, fiduciary advisor, LifeWise Wealth Advisors always acts in the best interest of its clients, providing unbiased and conflict-free advice.
• Personalized Approach: LifeWise Wealth Advisors takes the time to understand each client's unique situation, goals, and values, offering truly personalized financial plans.
• Experienced Team: The team at LifeWise Wealth Advisors brings a wealth of experience and expertise to the table, with certifications such as CERTIFIED FINANCIAL PLANNER™ (CFP®) and Chartered Financial Analyst (CFA).
• Client-Centric Culture: LifeWise Wealth Advisors fosters a client-centric culture, prioritizing open communication, transparency, and exceptional service.
• Community Involvement: The firm is actively involved in the local community, supporting various charitable organizations and causes.

Practical Information

LifeWise Wealth Advisors is open Monday through Friday, from 8:30 AM to 5:00 PM. However, it is recommended to schedule an appointment before visiting the office, as the team may be engaged with other clients. You can reach the firm by phone at 217-351-8755 or via email at [email protected]. For more information, visit their website at lifewisewealth.com.

LifeWise Wealth Advisors accepts appointments, and free parking is available in the lot adjacent to the building. The office also features a comfortable waiting area and complimentary refreshments for visitors.

LifeWise Wealth Advisors has an average rating of 5/5 from 3 reviews on Google My Business, with customers praising the firm's professionalism, expertise, and personalized approach to financial planning.

👍 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.