Our mission is simple:
We help you achieve the life you want; a positive, meaningful life for yourself and your family by creating comprehensive wealth strategies centered around you, your interests, your desires.
We fulfill this mission by organizing and simplifying your entire wealth into a single, effective plan so that you and your family can enjoy every season of life.
In an increasingly impersonal world, we are refreshingly personal
Working with us will likely be different than with other firms because to us, your'e not an account. You're a person.
For this reason, we'll first take the time to get to know you and those closest to you. We'll make certain we understand your plans, your goals, even your concerns. Becuase for us, personal wealth management is about you. Your dreams. Your future. Your hopes.
Over time you will probably experience different milestones and challenges. Buying a house. Starting a business. Saving for college. Going through a separation. We'll be there to advise and support you so that you can continue to have confidence that the life you want is still within your reach.
When your wealth works together, you don't worry about your future
While others only look at your investments, we consider your entire wealth and include each piece into a unified, personally designed plan to meet your life goals.
Comprehensive wealth planning is much more than actively managing your investments. A comprehensive plan gives you a clear picture of where you want your life to go and how each piece of your wealth – your investments, retirement accounts, income, real estate, business, stock options, pension, etc. – can be brought together to help you achieve your financial and life goals.
To us, your plan is a “living document” and is reviewed and updated to reflect the changes taking place in your life. This gives you the freedom to focus on today, while being confident of your future.
Some advisors are “dually registered.”
This means that at times they act as fiduciaries, while at other times they function as investment brokers and their investment advice can be tied to commissions, kickbacks, or other hidden fees that may not be in your best interest.
Other advisors are fiduciaries but have created their own investment products that are then included in their client’s portfolios. In addition to charging a fee to manage the account, the funds they recommend come at an additional cost.
At Clearstone, we are fee-only, and not fee-based, registered fiduciaries and are legally committed to only providing advice that is in your best interest.
We do not have any proprietary investment products nor have we ever received compensation from commissions or third parties for our investment advice.
This frees us to provide our best advice and insights to your particular situation.
Today, your financial challenges may be more than what a traditional firm is able or willing to handle.
If you own a business, it may be time to sell. But if so, for how much? And to whom? And does the process look like? Or would it be better to transfer the company to the next generation of family owners? But how can you do this in a way that is both right and fair?
If your company has offered you stock options should you take them? What are the risks and benefits? Are their tax implications? Should you become a partner in your practice?
As a member of an investment committee for a non-profit organization, foundation, or some other institution do you understand the strict fiduciary standards of your position?
We address complex and unusual investment, financial and wealth issues as do everything else: by relying on our experience and on our extensive resources to help you meet your challenges in a manner that delivers results that are both effective and rewarding.
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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