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.
"… we have to be committed to helping our clients prepare for when their investments, income, business, real estate, insurance – all of their wealth and assets – converge to create new opportunities for their lives, their families, their futures …"
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At Clearstone, we see things differently. With a background in business consulting and experience in large CPA and financial firms, we recognize the limitations of traditional financial planning and investment management.
We create plans and advise on our client’s entire wealth, not just their investments. We advise them when they are ready to sell or buy a business, change careers or consider a new job or partnership offer. We incorporate all of their assets –retirement and other accounts, businesses, rental properties and real estate, stock options, deferred compensation, etc. – into a single, unified plan with each piece of the financial puzzle working together so that they can reach their stated goals.
As fee-only fiduciaries, we act and serve and advise according to our client’s best interests. Embracing this standard, we design and implement solutions to meet their unique circumstances and interests.