LifeWise Wealth Advisors - Champaign, Illinois

LifeWise Wealth Advisors: Expert Financial Guidance for a Secure Future

Main Services

• Financial Planning: Our team of experienced financial planners will help you create a personalized plan to achieve your financial goals, whether it's saving for retirement, paying off debt, or investing in your business.
• Investment Management: We offer a range of investment options, including stocks, bonds, mutual funds, and exchange-traded funds (ETFs), to help you grow your wealth over time.
• Retirement Planning: Our experts will help you create a comprehensive plan to ensure a comfortable retirement, including strategies for maximizing your retirement savings and minimizing taxes.
• Estate Planning: We'll help you create a will, establish a trust, and ensure that your assets are distributed according to your wishes.
• Tax Planning: Our team will help you minimize your tax liability and optimize your tax strategy to achieve your financial goals.
• Business Planning: Whether you're an entrepreneur or a small business owner, we'll help you create a business plan, secure funding, and achieve your business goals.

Location and Access

LifeWise Wealth Advisors is located at:

2911 Crossing Ct Suite #102,
Champaign, IL 61822,
United States.

Our office is easily accessible by car, with a wheelchair-accessible car park and entrance. We also have wheelchair-accessible seating and toilet facilities. If you have any mobility issues, please let us know in advance so we can make arrangements to accommodate you.

Getting to our office is easy:

* By car: Take the I-57 S towards Champaign, then turn onto E. Main St. and continue for 2 miles. Turn left onto Crossing Ct and our office will be on your right.
* By public transportation: The nearest bus stop is the Champaign-Urbana Mass Transit District bus stop located on E. Main St. and 3rd St. From there, take the bus #10 or #11 towards Crossing Ct and get off at the 2911 Crossing Ct stop.
* By ride-sharing: We're easily accessible by ride-sharing services such as Uber and Lyft.

Featured Characteristics

* Expert Financial Planning: Our team of experienced financial planners will help you create a personalized plan to achieve your financial goals.
* Personalized Service: We take the time to understand your unique needs and goals, and provide you with tailored advice and guidance.
* Comprehensive Services: We offer a range of services, including financial planning, investment management, retirement planning, estate planning, tax planning, and business planning.
* Community Involvement: We're committed to giving back to our community, and participate in local charity events and sponsor local businesses.
* Technology-Enabled: We use the latest technology to provide you with easy access to your financial information and to help you stay on top of your financial goals.

Practical Information

* Hours of Operation: Monday to Friday, 9am to 5pm.
* Appointments: We recommend making an appointment in advance to ensure that we can accommodate your schedule.
* Parking: We have a free parking lot available for our clients.
* Accessibility: Our office is wheelchair-accessible, and we're happy to accommodate clients with mobility issues.
* Contact Us: Phone: 217-351-8755, Email: [[email protected]](mailto:[email protected]), Website: lifewisewealth.com

Reviews and Testimonials

LifeWise Wealth Advisors has 3 reviews on Google My Business, with an average rating of 5/5 stars.

* "I was blown away by the level of service and expertise provided by LifeWise Wealth Advisors. They took the time to understand my unique needs and goals, and provided me with personalized advice and guidance. I highly recommend them to anyone looking for a trusted financial advisor." - John D.
* "I was skeptical about working with a financial advisor, but LifeWise Wealth Advisors put my mind at ease from the very beginning. They were knowledgeable, professional, and courteous, and helped me achieve my financial goals. I'm so grateful to have found them!" - Emily G.
* "I've been working with LifeWise Wealth Advisors for several years now, and I couldn't be happier with their service. They're always available to answer my questions and provide guidance, and they've helped me achieve a higher level of financial stability and security. I highly recommend them to anyone looking for a trusted financial advisor." - David K.

👍 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.