LifeWise Wealth Advisors - Champaign, Illinois

Introduction to LifeWise Wealth Advisors

LifeWise Wealth Advisors, situated at 2911 Crossing Ct Suite #102, Champaign, IL 61822, is a distinguished financial planning firm dedicated to helping clients achieve their financial goals. With a strong commitment to personalized service and comprehensive strategies, LifeWise Wealth Advisors has established itself as a trusted partner in the Champaign-Urbana metropolitan area.

Main Services

• Comprehensive Financial Planning: LifeWise Wealth Advisors offers holistic financial planning services, tailored to each client's unique needs and aspirations. This includes retirement planning, investment management, tax planning, estate planning, and risk management.
• Retirement Planning: The firm specializes in helping clients prepare for retirement, whether that's just around the corner or still several years away. They provide strategies for managing retirement income, Social Security optimization, and healthcare costs in retirement.
• Investment Management: LifeWise Wealth Advisors offers discretionary and non-discretionary investment management services. Their investment strategy is based on modern portfolio theory, aiming to maximize returns while managing risk.
• Tax Planning: The firm works closely with clients to understand their tax situation and develop strategies to minimize their tax liability. They provide guidance throughout the year and help with tax preparation and filing.
• Estate Planning: LifeWise Wealth Advisors assists clients in creating and implementing estate plans that protect their assets and ensure they are distributed according to their wishes. They work with clients' attorneys and other professionals to coordinate these plans.

Location and Access

LifeWise Wealth Advisors is conveniently located in the Crossing Business Center, just off of Interstate 74 and Prospect Avenue. The office is easily accessible from downtown Champaign and the University of Illinois at Urbana-Champaign. There is ample free parking available in the lot adjacent to the building.

The office is wheelchair-accessible, with a designated parking spot, ramp access at the entrance, and a wheelchair-accessible restroom. There are elevators to access the second floor where the office is located.

Featured Characteristics

• Fiduciary Commitment: As a fee-only financial advisor, LifeWise Wealth Advisors is held to the highest standards of conduct. They act in their clients' best interests at all times, providing unbiased and independent advice.
• Personalized Service: The firm takes a personal approach to financial planning, getting to know each client's unique situation, goals, and dreams. They provide one-on-one attention and ongoing support to help clients stay on track to achieve their financial objectives.
• Transparent Fees: LifeWise Wealth Advisors believes in transparent and straightforward fee structures. They charge a percentage of client assets under management and offer hourly consulting services for those who prefer a project-based fee structure.

Practical Information

• Address: 2911 Crossing Ct Suite #102, Champaign, IL 61822
• Phone: 217-351-8755
• Website: lifewisewealth.com
• Hours: Monday - Friday, 8:30 AM - 5:00 PM (CST)
• Appointments: It is recommended to schedule an appointment before visiting. You can do so by calling the office or using the online contact form on their website.

Positive Aspects from Reviews

With an average rating of 5/5 on Google My Business, LifeWise Wealth Advisors has received glowing reviews from its clients. Here are some positive aspects mentioned in the reviews:

• Expertise and Knowledge: Clients praise the team's deep understanding of financial planning and their ability to provide clear, actionable advice.
• Personalized Approach: Many clients appreciate the firm's personal touch, with advisors taking the time to understand their unique situations and providing customized solutions.
• Communication: LifeWise Wealth Advisors is commended for its excellent communication, keeping clients informed and involved throughout the planning process.
• Trust and Integrity: Clients often highlight the trust they have in their advisors, thanks to their fiduciary commitment, transparency, and honesty.

👍 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.