LifeWise Wealth Advisors - Champaign, Illinois

LifeWise Wealth Advisors: Comprehensive Financial Planning in Champaign, IL

LifeWise Wealth Advisors, situated at 2911 Crossing Ct Suite #102 in Champaign, IL, is a distinguished financial planning firm dedicated to empowering clients to make informed decisions about their financial future. With a strong commitment to personalized service and expert guidance, LifeWise Wealth Advisors has established itself as a trusted partner for individuals and families seeking to grow, protect, and preserve their wealth.

Main Services

• Retirement Planning: LifeWise Wealth Advisors helps clients plan for a comfortable retirement by developing customized strategies that address their unique needs and goals. Services include 401(k) rollovers, pension optimization, and Social Security claiming strategies.
• Investment Management: The firm offers investment management services tailored to each client's risk tolerance, time horizon, and financial objectives. They provide ongoing portfolio management, tax-loss harvesting, and rebalancing to help clients maximize their returns and minimize risk.
• Estate Planning: LifeWise Wealth Advisors works with clients to create comprehensive estate plans that protect their assets and ensure a smooth transition to their heirs. Services include will preparation, trust creation, and philanthropic planning.
• Tax Planning: The firm provides strategic tax planning to help clients minimize their tax liability and keep more of what they earn. Services include tax-efficient investment strategies, charitable giving, and multigenerational wealth transfer planning.
• Risk Management: LifeWise Wealth Advisors helps clients identify and mitigate potential risks to their financial well-being. Services include insurance reviews, long-term care planning, and disaster recovery planning.
• Education Planning: The firm assists clients in saving and planning for their children's or grandchildren's education expenses. Services include 529 college savings plans, Coverdell Education Savings Accounts, and education trust planning.

Location and Access

LifeWise Wealth Advisors is located in the heart of Champaign, IL, at 2911 Crossing Ct Suite #102. The office is conveniently situated near the intersection of N Prospect Ave and W University Ave, with easy access to major highways, including Interstate 57 and Interstate 74. The nearest public transportation options are the Champaign-Urbana Mass Transit District bus routes that serve the area.

The office is housed in a modern, two-story building with ample parking available on-site. The parking lot is free and accessible for clients with disabilities. The entrance is also wheelchair-accessible, with a ramp and automatic doors providing easy access to the building. Once inside, clients will find a wheelchair-accessible toilet and wheelchair-accessible seating in the waiting area.

Featured Characteristics

• Experienced Team: The LifeWise Wealth Advisors team comprises Certified Financial Planners (CFP®) and Chartered Financial Analysts (CFA) with years of experience in the financial services industry. Their expertise and dedication to ongoing professional development ensure that clients receive the most up-to-date and accurate advice.
• Personalized Service: LifeWise Wealth Advisors takes a holistic approach to financial planning, tailoring each plan to the unique circumstances and goals of the client. They work closely with clients to understand their financial objectives and develop customized strategies to help them achieve their goals.
• Fiduciary Responsibility: As a fee-only financial advisor, LifeWise Wealth Advisors adheres to a fiduciary standard, placing clients' interests above their own. This commitment to ethical practice ensures that clients receive unbiased, conflict-free advice.
• Client-Centered Technology: The firm leverages cutting-edge technology to enhance the client experience. They offer a secure, user-friendly client portal that provides real-time access to financial documents, account information, and performance reports.

Practical Information

• Business Hours: LifeWise Wealth Advisors is open Monday through Friday from 8:30 AM to 5:00 PM. However, the firm recommends scheduling appointments in advance to ensure the availability of a team member.
• Phone and Email: Clients can reach the office by telephone at 2173518755 or via email at [email protected].
• Website: The firm's website, lifewisewealth.com, provides detailed information about the firm's services, team, and resources. Visitors can also access educational materials, including articles, videos, and webinars.
• Social Media: LifeWise Wealth Advisors maintains an active presence on social media platforms, including LinkedIn and Facebook. Followers can stay up-to-date on the firm's latest news, events, and financial planning insights.

Positive Aspects from Reviews

LifeWise Wealth Advisors has received an average rating of 5/5 stars from 3 reviews on Google My Business. Clients have praised the firm's professionalism, expertise, and personalized approach to financial planning. Several reviews highlight the following positive aspects:

• Expertise and Knowledge: Clients commend the team's deep understanding of financial planning and their ability to provide tailored solutions that address their unique needs and goals.
• Personalized Service: LifeWise Wealth Advisors is praised for its attentive and caring approach to client relationships. Clients feel heard and valued, with their financial plans reflecting their individual circumstances and aspirations.
• Clear Communication: The firm's team is recognized for their ability to explain complex financial concepts in a clear and understandable way. Clients appreciate the transparency and accessibility of the information provided.
• Long-Term Relationships: Many reviews highlight the firm's commitment to building long-term relationships with clients. LifeWise Wealth Advisors works closely with clients to help them navigate life's changes and adjust their financial plans as needed.

In conclusion, LifeWise Wealth Advisors offers a comprehensive range of financial planning services tailored to the unique needs and goals of each client. With a commitment to personalized service, expertise, and ethical practice, the firm has established itself as a trusted partner for individuals and families seeking to grow, protect, and preserve their wealth. Their convenient location, accessible facilities, and positive client reviews make LifeWise Wealth Advisors an excellent choice for those looking for professional financial guidance in the Champaign, IL, area.

👍 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.