In a word: No.
Because of our special focus on serving the needs of business owners and licensed professionals, we have had to structure our business so that we can easily and effectively work with anyone from any location. Consequently, we serve clients in the Pacific Northwest, the Southwest, the Midwest, the Rocky Mountain region, Mars (okay … I made that one up) … in short, we can serve you no matter where you live, or where you move to!
How do we do this?
Many of our meetings are held through video conferencing and screen sharing (think “Zoom”). And for those who prefer to meet face-to-face, we try to schedule our travel so that we can meet with you or, if you would rather come here, we help you make plans for your visit to this beautiful part of the U.S.
We just want to help you achieve the life you want.
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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