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Clearstone Wealth Management
Clearstone Wealth Management
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How do you define your rich life?

FIDUCIARY PERSPECTIVE

FIDUCIARY PERSPECTIVE

FIDUCIARY PERSPECTIVE

You care for your family. In fact, you probably, instinctively, make choices each day that are best for them. That's what we do. As fiduciaries, we are held to the highest conduct of care in the financial industry and are required to advise and act in your best interests. At all times. It's a high standard. But one that we have embraced from day one.  



RETIREMENT FOCUS

FIDUCIARY PERSPECTIVE

FIDUCIARY PERSPECTIVE

As you start thinking about retirement, the rules change. You're no longer focusing on how much you have, but how long can you make your investments last. For us - for you - retirement planning is an ongoing process; one that adapts and changes with your life, your goals, the challenges you face. Because we specialize in this, we understand the rules and opportunities you face, and will use our expertise to help you enjoy this important season of your life. 

WHAT WE DO

RETIREMENT INCOME PLANNING

RETIREMENT INCOME PLANNING

RETIREMENT INCOME PLANNING

It's not just how much you have in your retirement accounts. It's how your entire wealth can work together to support your retirement dream. Our retirement planning is a process, not just a plan. One that changes and adapts to keep up with your changing circumstances and desires. 

INVESTMENT MANAGEMENT

RETIREMENT INCOME PLANNING

RETIREMENT INCOME PLANNING

In any investment portfolio,  each asset should have a purpose and support your unique situation, your objectives, and even your level of comfort. Before creating your investment strategy, we take time to get to know you. And then create an overall plan that meets your needs. We start with you. 

ADVANCED PLANNING

RETIREMENT INCOME PLANNING

ADVANCED PLANNING

Business owners, corporate executives, and others require advanced planning. Owners will need to consider the best way to leave their business to support their goals. Executives may have to plan around their stock options, deferred bonuses, and NQDC. We take the complexity of their situation and bring it into a solid plan. 

TAX PLANNING

ESTATE AND LEGACY PLANNING

ADVANCED PLANNING

Today's tax environment is constantly changing. And in this environment, pro-active tax planning can add thousands of dollars to the funds available during your retirement. We find ways to help our clients save on their taxes, and create withdrawal strategies from their taxable, tax-deferred and tax-free accounts that reduce their tax liabilities. 

ESTATE AND LEGACY PLANNING

ESTATE AND LEGACY PLANNING

ESTATE AND LEGACY PLANNING

Is your estate plan current? Does it direct your wealth where you want it to go in an efficient and clear manner? By working with a national and local network of estate planning professionals, we guide clients through the process that brings an updated plan that reflects their family and legacy desires. 

RETIREMENT ACCOUNTS

ESTATE AND LEGACY PLANNING

ESTATE AND LEGACY PLANNING

Today, most Americans are responsible for their retirement planning yet most have not received any instruction as to how this should be done. Because we consider our client's "entire" wealth, we help them manage their 401(K) plans, making certain this is aligned with their overall strategy. 

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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