Because of the complexity of their financial situation and the time-intensive, comprehensive and creative work we do, new clients typically have at least $500,000 in investable assets when they come to us.
If some of their investments are held in a 401(k) we can provide professional and direct management of their account.
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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