ASSET | WEALTH | RETIREMENT
ASSET | WEALTH | RETIREMENT
We want to get to know you! Please tell us about your retirement goals and what you'd like to accomplish. We'll also ask you to take a risk tolerance assessment so we can pick out the right type of investments for your style.
After creating your unique account with CWM, connect your 401(k) with our platform. This is so that we can make adjustments and monitor its progress.
From here, let us do all the heavy lifting! We'll regularly check on your investments, review your progress, and contact you ASAP if we have any recommendations. You’ll always have full control over your account and be the first to know before any changes are made.
When we manage your 401(K), we will be guided by the same investment philosophy we use for all of our clients: 1) take time to learn about you and your retirement goals; 2) create a customized investment plan to help meet these goals; 3) manage the risk of market losses; and 4) reduce fees that can limit the growth of your retirement account.
We're not interested in gambling with short-term strategies. Your money will be invested with a long-term approach in mind. Let us worry about what's going on in the economy while you do what you do best: Enjoy your life!
As part of the CWM family, here's what you can expect to receive from us:
Guidance - We'll start by creating an initial plan that analyzes your entire financial picture. This is to ensure that all aspects of your wealth are working together to achieve your goal.
Confidence - Our disciplined approach to account management and rebalancing will be tailored to your goals and investment comfort. There won’t be any shortcuts or “hot stock” recommendations here.
Expert Advice - When market conditions change, you might have some questions about what this will mean for your portfolio. We'll be there to share our thoughts and recommendations about where we should go from here.
Control – Nothing happens without running it by you first. Every time your account has been reviewed and/or rebalanced, you’ll be notified.
It really is that easy to have your 401(k) Plan Professionally managed. But to put your mind at ease, take a look at some questions we have been asked.
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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