We wanted to put you first: your life, your families, your dreams
We started Clearstone because the financial industry keeps moving away from the personal commitment people need to navigate the changing landscape of their financial life.
That’s why at Clearstone, our commitment is unshaken: We are personally committed to helping people identify and reach the financial and personal wealth goals that are important to them and those they love.
And our goal is clear: We want to help you enjoy the life you want.
Our comprehensive planning begins by considering your entire financial situation; your current life, the investment risk you are willing to carry, and your long-term goals.
But then we look at your unique circumstances. Are there any special needs?Do you own a business? Are there stock options or deferred compensation? Do you own real estate? How much will you earn before you stop working? What will you receive from Social Security, pensions, and other sources of income?
We use this comprehensive plan to create a goal-based investment portfolio that is unique to you. Then, we manage and advise on your entire wealth to give you the best chance of reaching your goals.
At Clearstone, we believe our attention should be firmly on you and are guided by three unwavering principles to keep our focus on your success.
We are fiduciaries. This is the highest legal standard in the financial industry and compels us to act in your best interest at all times. Not our own. It is a standard we enthusiastically embrace.
We are fee-only. We will never receive commissions or third-party compensation for any of our investment recommendations. Because of this we can freely create and adjust your portfolios as needed to keep you on track.
We are independent. We don't work for a national brokerage, an insurance company, or a bank. We work for you and are free to select from a virtually limitless number of investments to find the best solution for you.
Your challenges may be more than what a traditional firm can handle.
If you own a business, it might be time to sell. But for how much? And to whom? And what does the process look like? Or would it be better to transfer the company to others?
If you've been offered stock options should you take them? Should you become a partner in your practice? Take a new job? Start a new career?
If your professional practice or business has taken off, is there a way to protect your higher income from taxes? Should you expand? Re-locate?
Should you buy a rental property? If so, where?
We help solve your difficult investment, financial, and wealth puzzles, relying on our experience and resources to help you find a rewarding solution.
We'd be surprised if a financial advisor did not provide investment management. We do that, and a lot more.
For us, designing and managing your custom portfolio is just the tip of the iceberg. We create comprehensive strategies that bring your entire wealth into a single, clear plan that gives you confidence knowing that each part of your wealth is working together to help meet your lifetime financial and legacy goals.
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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