That’s a great – and a fair – question.
First, we want to remind you that we strive to build long-term and lasting relationships with our clients so that they can be confident that someone is standing with them and ready to help through each season of their personal and financial life. For this reason, you need to be confident that we are the right place for you.
On our part, when we first meet we’ll be open and transparent about our approach and allow you to ask us any question that might be important to you. But in our experience, we think you would be a good fit for Clearstone if:
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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