LifeWise Wealth Advisors - Champaign, Illinois

LifeWise Wealth Advisors: Comprehensive Financial Planning in Champaign, IL

Nestled in the heart of Champaign, IL, LifeWise Wealth Advisors has been steadfastly guiding clients towards their financial goals since its inception. With a commitment to personalized service and expert financial advice, this boutique wealth management firm has carved a niche for itself in the vibrant business landscape of Champaign County.

Main Services

• Financial Planning: LifeWise Wealth Advisors specializes in creating tailored financial plans that align with each client's unique objectives, risk tolerance, and time horizon. Their comprehensive approach encompasses investment management, retirement planning, tax planning, estate planning, and insurance reviews.
• Investment Management: The firm offers discretionary portfolio management services, employing a strategic asset allocation process that aims to maximize returns while minimizing risk. They also provide investment consulting services to institutions and retirement plans.
• Retirement Planning: Whether you're years away from retirement or nearing the finish line, LifeWise Wealth Advisors can help you navigate the complexities of retirement planning. Their retirement planning services include 401(k) rollovers, IRA management, and income planning strategies to help you enjoy a comfortable retirement.
• Tax Planning: The firm's tax planning services are designed to help clients minimize their tax liability and maximize their wealth. They work closely with clients' tax professionals to ensure their financial plans are tax-efficient.
• Estate Planning: LifeWise Wealth Advisors assists clients in developing and implementing estate plans that protect their assets and provide for the distribution of their wealth according to their wishes. They collaborate with estate planning attorneys to ensure clients' plans are legally sound.
• Insurance Reviews: The firm conducts thorough reviews of clients' insurance policies to ensure they have adequate coverage at competitive rates. They also help clients navigate the complexities of long-term care insurance and disability insurance.

Location and Access

LifeWise Wealth Advisors is conveniently located at 2911 Crossing Ct Suite #102, Champaign, IL 61822, United States, situated in the bustling Crossing Business Park. The office is easily accessible from nearby highways and offers ample free parking for clients.

The office is also wheelchair-accessible, with a dedicated wheelchair-accessible entrance, seating, and toilet facilities. Additionally, there is a wheelchair-accessible car park available for clients with mobility impairments.

Public transportation is readily available in the area, with several bus stops serving the Crossing Business Park. The Champaign-Urbana Mass Transit District (CUMTD) provides convenient and accessible public transportation options for residents and visitors alike.

Featured Characteristics

LifeWise Wealth Advisors stands out for its personalized approach to wealth management. The firm takes the time to understand each client's unique financial goals and circumstances, developing customized plans that evolve as clients' lives change. Some of the key features that set LifeWise Wealth Advisors apart include:

• Fiduciary Standard: As a fiduciary, LifeWise Wealth Advisors is committed to acting in the best interests of its clients at all times.
• Independent and Objective: The firm is independent and not affiliated with any broker-dealer or other financial institution, allowing it to provide unbiased and objective advice.
• Transparent and Competitive Fees: LifeWise Wealth Advisors believes in full transparency regarding its fees and strives to offer competitive pricing for its services.
• Technology-Driven Approach: The firm leverages cutting-edge technology to provide clients with convenient and efficient access to their financial information and to facilitate seamless communication.
• Continuous Education and Support: LifeWise Wealth Advisors is committed to staying up-to-date with the latest financial planning trends and best practices. The firm's advisors regularly participate in continuing education programs and are always available to provide clients with the support and guidance they need to make informed financial decisions.

Practical Information

LifeWise Wealth Advisors is open for business Monday through Friday, from 8:30 AM to 5:00 PM. However, clients are encouraged to schedule appointments in advance to ensure the firm's advisors can provide them with the personalized attention they deserve. To contact LifeWise Wealth Advisors, call 217-351-8755 or visit their website at lifewisewealth.com.

LifeWise Wealth Advisors accepts checks and electronic fund transfers as payment methods for its services. To inquire about other payment methods, it is recommended to contact the firm directly.

Client reviews play a crucial role in helping businesses like LifeWise Wealth Advisors understand their strengths and areas for improvement. With an average rating of 5 out of 5 on Google My Business, LifeWise Wealth Advisors has clearly left a positive impression on its clients. Many customers praise the firm's personalized approach, expert knowledge, and commitment to helping them achieve their financial goals.

👍 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.