Let's start with the obvious. Clearstone is a retirement planning and investment management firm located on the border of WA and ID. But that's just part of the story. Because of our specialty, we have clients in a number of states, mostly in the western U.S.
Personal. We consider ourselves a "boutique firm with a deliberate focus," which means our clients get the personalized advisory attention they deserve. They don't get lost in a corporate structure. They aren't shuffled around from one advisor to another. They don't have to rely on "cookie-cutter" solutions for their personal challenges.
Focused. We tend to work with those who are approaching or already in retirement and need to deal with issues like when to start taking Social Security, how to get started with Medicare, and more importantly, how to manage your investments to create a reliable income stream. One that will outlive you!
Experienced. After helping more than a hundred business owners and executives move into retirement, we've become experts on handling the unique complexities they'll encounter. We know, for example, that an owner's succession plan - if necessary - can only be effective if it is included in a larger, more personal "process." And we know that many executives will need advanced planning to get the most from their stock options, deferred bonuses, and NQDC.
Casual. And finally, we've found that in today's age of automated and institutional financial planning, our clients want a different experience. One that is highly personal (since no one is like them) and approachable (because no one likes working with a "stuff shirt").
That's who we are. When you're ready, we'd enjoy learning about you.
My roots are in the Midwest where I was born in Minnesota, raised in Iowa (both the state and the state of mind – GO HAWKEYES!), and lived in Illinois before packing the U-Haul and moving our family to the Pacific Northwest. It was here my wife and I discovered we enjoyed taking long motorcycle trips, going to the ocean, and watching our kids become adults.
After completing my master's degree in business, I went to work for a large CPA/Consulting firm and started helping business owners and their families who were starting their transition to retirement; a process that was met by a number of expected and unexpected challenges.
In this, the owners were not alone. Many executives, licensed professionals, self-employed entrepreneurs, and their families need advanced strategies to effectively include stock options, deferred income, and alternative investments into a solid retirement plan.
That’s why I started Clearstone. I found it rewarding to work with and help this incredible group of people – as well as other families - make a confident transition to and through their retirement. Over the years we've embraced a dynamic retirement planning process that brings each part of our client’s wealth into a single retirement income plan that is alive with choices and variables and rewards.
In other words, we bring clarity to your finances and wealth and create customized retirement plans and investment strategies to support your life, your goals, your future. And after fifteen years, we still find this rewarding.
If you want to find out more, reach out for a no-strings, no-bull, no-obligation meeting. You can schedule a call online now.
Paul Brown, Founder/CEO
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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