A lot can happen during our initial meeting. Whether this takes place face-to-face or online, you need to know enough about us for you to decide whether or not you think we are right for you.
During this first meeting, we’ll try to learn as much as we can about you and why you reached out to us. We’ll try to learn about your life, your situation, your family, your priorities, your concerns. We’ll probably talk about your long-term goals and your experiences, both good and bad, that you’ve had with other advisors.
We’ll answer your questions and probably end up giving you some things that we hope will be beneficial to you. Our goal, remember, isn’t to “sell” you on us. But to help you decide whether or not you think we are the right place for you to build a long-term relationship.
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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