Comprehensive Planning Specialists
"We work primarily with owners, career professionals and the self-employed who are preparing for the time when they will transition from their business or practice and need to address issues like transferring the ownership of their company, determining whether or not they have enough money and income for their retirement, Social Security strategies ... We help manage their total wealth including investments, retirement accounts, and other assets to replace their income so that they can enjoy their preferred standard of living." Paul Brown, Founder/CEO
"Total Wealth Solutions" for your Total Lifetime Goals
More than investment management, we build solutions for each piece of the wealth puzzle. Our "total wealth" plan aligns investments, retirement funds, the business or practice, real estate and other holdings, to make certain each part works together to support our client's near-term and long-term needs and goals.
"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."
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.
Committed to the "client first" fiduciary standard
A business, practice, or professional career provide more than an income: they also create an asset and a legacy. Through each part of the business cycle - start-up, growth, turnaround, and transition - we help owners meet their immediate challenges so they can realize their long-term objectives.
"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
Traditional financial planning falls short. Owners must plan their succession. Professionals wrestle with stock options and deferred compensation. Families must meet a number of financial before retirement. We create a "life balance sheet" that considers the total wealth and life goals for our clients and families.
P.O BOX 561 • LIBERTY LAKE, WA 99019
P: 877-926-6922 | F: 855-926-6922
WEALTH MANAGEMENT LLC
Clearstone Wealth Management
Unbundled for complete customization