Throughout their career, healthcare professionals face a number of unique financial and professional challenges. We offer tax planning, debt management and advanced practice and financial planning.
We advise professionals and executives on the complex financial situations they face when managing concentrated stock portfolios, restricted stock and options based earnings, and deferred compensation.
Today's "modern" families look much different than the past. As a result, the old planning models are no longer effective. We develop and implement wealth strategies that address the needs and goals of today's households.
We understand the difficulty women have in reaching their long-term retirement and create wealth strategies that reflect their longer lifespans, career breaks, divorce and other events that can threaten their financial future.
We help self-employed contractors, professionals, realtors, consultants and other "solo"-preneurs create flexible long-term retirement and investment plans that adapts to their variable income.
We develop and implement comprehensive wealth plans to help our clients grow, manage and account for all of the family's assets - especially the business or professional practice.
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.