WEALTH & FINANCIAL PLANNING
Tailored Services
Investment advice offered through IPI Wealth Management, Inc., 226 W. Eldorado St. Decatur, IL 65222. PHONE: 217-425-6340. Clearstone Wealth Management LLC is not affiliated with Investment Planners, Inc. or IPI Wealth Management, Inc.
WEALTH MANAGEMENT LLC
PERSONAL CFO
INCOME TAX
TRANSPARENCY
"We are uniquely positioned to help business and practice owners, career professionals and self-employed individuals successfully navigate the complexities of their total wealth picture. Having worked with owners for more than 20 years, we know the impact a business or practice can have on their wealth. We provide the insights and team they need to create lasting value for themselves, their families and their legacies."
With clear insights comes lasting value
Uniquely Designed and Professionally Delivered
OBJECTIVE
CLARITY
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OBJECTIVE
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INSTITUTIONAL, NON-PROFITS & TRUSTS
"At Clearstone, we begin by listening; we want to learn as much
as we can about our clients and not just their numbers. We want to know where they are in life, where they hope to go, their challenges, their milestones. We believe a client-centric plan and custom investment strategy should consider all of this - and possibly even more - and address the unique circumstances that apply to their situation."
Fee-Only Pricing
TRANSPARENCY
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SERVICES
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Committed to the "client first" fiduciary standard
BUSINESS & PRACTICE
INVESTMENTS
"Total Wealth Solutions" for your Total Lifetime Goals
P.O BOX 561 • LIBERTY LAKE, WA 99019
P: 877-926-6922 | F: 855-926-6922
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Unbundled for complete customization
Comprehensive Planning Specialists
CLARITY
Clearstone Wealth Management
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CLEARSTONE