Your investment portfolio is much more than a 401(k). It includes your income, your finances, your retirement accounts and other investments such as stock options, your business or practice, real estate and rental properties. Together, your total wealth should be brought into a cohesive alignment with your near-term and long-term goals, the amount of risk you are comfortable in carrying, the uniqueness of your life, your dreams, and your circumstances.
For this reason, we work with you to complete a comprehensive, goals-based financial plan that is used to create and manage a customized investment portfolio that gives you the best chance of reaching your goals.
Your plan is unique. And when your situation changes? Your plan will change, too.
Although we design and manage customized portfolios, we do much more. We recognize that a comprehensive and personal solution must encompass each part of your personal and professional wealth including your retirement and other investment accounts, your business or professional practice, your stock options and deferred wages, your real estate, tax planning, college funding, insurances, estate plans ... All of it.
Over time we bring every piece into a comprehensive plan and build an investment strategy to make certain the every part is aligned with and supportive of your goals.
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Investment advice offered through IPI Wealth Management, Inc. 226 W. Eldorado St. Decatur, IL 65222. PHONE: 217-425-6340. Clearstone Wealth Management is not affiliated with Investment Planners, Inc. or IPI Wealth Management, Inc.
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