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Clearstone Wealth Management
Clearstone Wealth Management
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We're ready when you are!

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LET'S START A CONVERSATION

BEFORE WE MEET

We want to invite you to schedule a complimentary introductory meeting . To make certain this time is beneficial to you, we ask that you first complete a quick questionnaire. This will help you identify your goals and challenges, and help us plan for a productive conversation. 


Plan on about 10 - 15 minutes to zip through the questions. Once we receive these we will reach out to schedule a time to get together. 

PRE-MEETING QUESTIONNAIRE

YEAH ... WE DO VIRTUAL

VIRTUAL MEETINGS MADE EASY

Through our easy to use web-based technology, clients across the country can now schedule an effective meeting as we share our screen to their computer, smart phone, or tablet. And now we can confidently report that clients seem to love this! In fact, when we started one meeting, we asked one of our client-couples how they were doing. "Great!", they replied, "We just got home, put on our sweats, and poured ourselves a glass of wine." 


Obviously, this couple enjoyed meeting remotely as they discussed their retirement plans in a relaxed setting from the comfort of their own home. 


WHAT ARE THE BENEFITS OF MEETING REMOTELY?

  • Meet from the comfort of your home of office
  • Spouses can participate from different locations
  • Skip the costs and headache of traffic
  • Avoid lost time trying to find parking or directions
  • Flexible meeting times
  • Secure online vault for document sharing

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CONTACT

WE'D LOVE TO HEAR FROM YOU

Not sure about where to begin? Click below to schedule a no-obligation, no-sales-pitch call. 

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TAG ... YOU'RE IT! REACH OUT AND WE'LL REACH BACK.

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Reach out to us and let us know when you'd like to chat. We look forward to hearing your story and learning more about your retirement goals. 


Clearstone Wealth Management LLC

509-342-2622

SOCIAL

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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