LIFE AND WEALTH PLANNING • INVESTMENT MANAGEMENT
LIFE AND WEALTH PLANNING • INVESTMENT MANAGEMENT
That’s great news!
First, go to our GET STARTED page on our website. There you’ll see our SIX-STEP PROCESS FOR GETTING STARTED. This will give you an idea of what you can expect.
As you scroll down you’ll see where you can schedule a time for us to have a phone call or Zoom meeting to learn more about you. We'll set aside an hour or so for this initial conversation.
If you're not comfortable with this, go ahead and complete the information on the bottom of the page and send it our way. After we've received it, we'll reach out to you to set a time to move ahead.
Finally, if you can't wait, go ahead and call us and we’ll take it from there.
No matter how you reach out, we look forward to learning more about you and are grateful for your interest in learning more about us.
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.
Copyright © 2018 Clearstone Wealth Management - All Rights Reserved.
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