Planning ahead will minimize stress ... on those you love most. 


Losing someone you love and facing the unknown can be a powerful emotion. By planning ahead you can reduce the stress your famil may experience by providing the guide they need to follow your wishes. 


CLICK BELOW TO SEE THE CURRENT STRESS YOUR FAMILY MIGHT ENDURE. THEN CALL US TO HELP START YOUR ESTATE PLAN.

our mission

we create personal and lasting solutions for our client's financial peace of mind

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.

Estate Planning Stress Test
Quick Start Financial Plan

We want to help you get started on your financial plan. 


Whether you are planning for your retirement, saving for college, putting aside money for your dream home or business, creating a financial "road map" will give you confidence that you are moving in the right direction and at just the right speed. 


CLICK BELOW TO BEGIN YOUR FINANCIAL JOURNEY WITH A SIX-STEP FINANCIAL PLAN.

TOOLS FOR YOU

QUICK START to financial planning • insight to estate planning