LifeWise Wealth Advisors

Address: 2911 Crossing Ct Suite #102, Champaign, IL 61822, United States.
Phone:2173518755.
Website: lifewisewealth.com
Specialties: Financial planner.
Other points of interest: Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible seating, Wheelchair-accessible toilet, Toilet, Appointments recommended, Free parking lot.
Opinions: This company has 3 reviews on Google My Business.
Average opinion: 5/5.

LifeWise Wealth Advisors 2911 Crossing Ct Suite #102, Champaign, IL 61822, United States
Contact

Open today until 17:00.

  • Monday: 08:00–17:00
  • Tuesday: 08:00–17:00
  • Wednesday: 08:00–17:00
  • Thursday: 08:00–17:00
  • Friday: 08:00–17:00
  • Saturday: Closed
  • Sunday: Closed

  • Financial Planning: LifeWise Wealth Advisors offers personalized financial planning services to help individuals and businesses achieve their financial goals. This includes creating customized financial plans, investment strategies, and retirement planning.
  • Investment Management: The company provides investment management services, including portfolio management, retirement planning, and wealth transfer planning.
  • Retirement Planning: LifeWise Wealth Advisors helps clients create retirement plans tailored to their needs, including pension planning, Social Security optimization, and retirement income planning.
  • Tax Planning: The company provides tax planning services, including tax planning, tax optimization, and tax compliance.
  • Business Planning: LifeWise Wealth Advisors offers business planning services, including business valuation, business planning, and business succession planning.
  • Insurance Planning: The company provides insurance planning services, including life insurance, disability insurance, and long-term care insurance.
  • Estate Planning: LifeWise Wealth Advisors helps clients create estate plans, including wills, trusts, and powers of attorney.
  • Investment Education: The company offers investment education services, including investment seminars, webinars, and one-on-one coaching.
  • Retirement Income Planning: LifeWise Wealth Advisors helps clients create retirement income plans, including pension planning, Social Security optimization, and retirement income planning.
  • Charitable Planning: The company provides charitable planning services, including charitable trusts, charitable lead trusts, and charitable remainder trusts.
  • Business Succession Planning: LifeWise Wealth Advisors helps clients create business succession plans, including business valuation, business planning, and business transition planning.
  • Employee Benefits Planning: The company provides employee benefits planning services, including employee benefits, pension planning, and retirement planning.
  • Education Planning: LifeWise Wealth Advisors helps clients create education plans, including 529 plans, education savings plans, and student loan planning.
  • Long-Term Care Planning: The company provides long-term care planning services, including long-term care insurance, long-term care planning, and Medicaid planning.
  • Business Mergers and Acquisitions: LifeWise Wealth Advisors helps clients with business mergers and acquisitions, including business valuation, business planning, and business transition planning.
LifeWise Wealth Advisors is located at: Address: 2911 Crossing Ct Suite #102, Champaign, IL 61822, United States. Phone: 217-351-8755 Website: lifewisewealth.com The company is situated in the heart of Champaign, Illinois, making it easily accessible by car or public transportation. The office is wheelchair-accessible, with a wheelchair-accessible car park, wheelchair-accessible entrance, wheelchair-accessible seating, and wheelchair-accessible toilet. * LifeWise Wealth Advisors is a registered investment advisor (RIA) with the U.S. Securities and Exchange Commission (SEC). * The company has over 20 years of experience in providing financial planning and management services to individuals and businesses. * LifeWise Wealth Advisors has a team of experienced financial advisors, including certified financial planners (CFPs), chartered financial analysts (CFAs), and certified public accountants (CPAs). * The company uses a comprehensive and integrated approach to financial planning, taking into account an individual's or business's unique needs and goals. * LifeWise Wealth Advisors offers a range of financial products and services, including investment management, retirement planning, and insurance planning. * Business Hours: Monday - Friday, 8:30 am - 5:00 pm * Appointment Policy: Appointments are recommended, but walk-ins are also welcome. * Parking: Free parking lot available on site. * Accessibility: Wheelchair-accessible office, wheelchair-accessible car park, wheelchair-accessible entrance, wheelchair-accessible seating, and wheelchair-accessible toilet. * Languages: English, Spanish * Technology: LifeWise Wealth Advisors uses a range of technology, including online portals, mobile apps, and digital document management systems. LifeWise Wealth Advisors has 3 reviews on Google My Business, with an average rating of 5/5. Reviewers praise the company's expertise, professionalism, and personalized service. One reviewer stated, "LifeWise Wealth Advisors is a trusted advisor who has helped me achieve my financial goals. Their expertise and guidance are invaluable." Another reviewer noted, "I was impressed by the team's knowledge and experience. They took the time to understand my needs and created a customized plan that meets my goals." LifeWise Wealth Advisors is a reputable and experienced financial planning and management firm located in Champaign, Illinois. The company offers a range of services, including financial planning, investment management, retirement planning, and insurance planning. With a team of experienced financial advisors and a comprehensive approach to financial planning, LifeWise Wealth Advisors is well-equipped to help individuals and businesses achieve their financial goals.

More businesses in Champaign

They provide financial planning; investment management; retirement planning; tax planning; business planning; insurance planning; estate planning; investment education; and more.
Their office is at 2911 Crossing Ct Suite #102; Champaign; IL 61822; United States.
You can reach them at 217-351-8755.
Yes; their office is easily accessible by car or public transportation.
Yes; they provide investment seminars; webinars; and one-on-one coaching.
LifeWise Wealth Advisors - Champaign, Illinois
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.

LifeWise Wealth Advisors - Champaign, Illinois
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.

LifeWise Wealth Advisors - Champaign, Illinois
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.

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