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Comprehensive
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For Every Season of Life

Wealth Planning
Wealth Protection
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Wealth Transfer

Www.clearstonewealthmanagement.com

Who You Are

Over time, you’ve acquired a number of assets. You have retirement ac-
counts and possibly a pension. You have investments, real estate, rental
properties, life insurance, and planned inheritances. If you own a business,
or are a partner in a professional firm or medical practice, your most valua-
ble “asset” could also be your primary source of income. If you are an exec-
utive you may have received stock options, deferred compensation or other
forms of equity pay.

For you, wealth planning is both complex and ongoing. Built upon the
uniqueness of your situation, your plan must consider each new opportuni-
ty for your life and family. And then, when necessary, adjust to your new sit-
uation without losing sight of your near-term, long-term and legacy goals.

Who We Are

Clearstone was built for the sole purpose of helping you reach your ideal fu-
ture. Our services are built on the foundation of your life; who you are,
where you are in life and what you hope for. And on this foundation, we
build and implement strategies to help you complete your financial journey.

We bring clarify, focus, simplicity, and discipline that brings your entire
wealth into a single, evolving, unified plan.

How We Help

LIFE PLANNING RISK MANAGEMENT INVESTMENTS TAX PLANNING

Helping you reach your Protecting your assets Investment plans built Pro-active and regular
life goals, both for to- and limiting your risk around your total planning to minimize
day and tomorrow. exposure. wealth to support your income, capital gains,
lifelong plans estate and other taxes.

RETIREMENT STOCK OPTIONS & BUSINESS PLANNING ESTATE PLANNING
INCOME EQUITY
Strategies for each part Legacy planning, gifting,
Investment and distri- Advising and managing of the business life cy- special needs planning,
bution plans to pre- stock options, deferred cle including business and other estate con-
serve your wealth compensation and oth- succession and family siderations are outlined
er executive equity pro- business transition prior to meeting your
grams. planning. estate planning attor-
ney

Work With Us

We understand that each person has their own unique goals and needs. For this reason,
we have a flexible service model; one that allows us to adapt to your situation.

PLANNING INVESTING ADVISING

Our planning is holistic and Investment plans are profes- In addition to tax and estate
individually customized to sionally created, implement- planning, we advise on busi-
meet your unique needs, ed, monitored and adjusted ness operations including
goals and changing circum- so as to support your entire growth, turnaround and
stances. Planning is usually wealth, including your real transition strategies. We also
performed on a single fee and implied assets and in- advise on acquisition oppor-
basis with optional annual come. Investment fees are tunities for both sides of the
renewals performed at re- determined by the size and event. Advising fees are gen-
duced rates. complexity of the assets erally based on a retention
managed and/or advised on. or project fee.

Fee-only Fiduciaries

As fee-only fiduciaries, we act and serve and advise according to our client’s best interests and re-
ceive no payment or commissions from third-party funds or brokerage services that might create a
conflict of interest. We fully embrace this highest legal standard in the financial industry.

SPOKANE • LIBERTY LAKE, WA “… we have to be committed to helping our
P: 877-926-6922 clients prepare for when their investments, in-
F: 855-926-6922 come, business, real estate, insurance—all of
their wealth and assets—converge to create
[email protected] new opportunitities for their lives, their fami-
clearstonewealthmanagement.com lies, their futures … “

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 LLC is not affiliated with Investment Planners, Inc. or IPI Wealth Management, Inc.