Key Questions to Ask Yourself Before Buying a Second Home
It’s finally happening — you’ve decided to pull the trigger on that second home your family has been wanting for years. But are you truly
Ian Clemens
April 19, 2022
Ian M. Clemens, CFA, CFP®
Wealth Strategist
For Ian, investment results are much like life: not linear. Through purposeful planning, engaged listening, and strategic analysis, Ian empowers his clients to make the financial decisions that support their goals. Using his broad experience, Ian helps executives and business owners navigate complex investment and tax environments to create their desired financial scenarios. Ian’s analytical expertise allows him to take a detailed approach and implement comprehensive financial plans that support clients as they move through key life transitions. On the weekends, you can find this adventurer playing golf, hanging at the lake with his young family and friends or reading new books that spark innovative ideas.
Education and Accreditation
Ian's Insights & Resources
Discover How to Make Your Annual Bonus Work Harder for You
With the new year well underway and many of us getting restless from the winter doldrums, a bright spot for many corporate employees is that
Ian Clemens
March 16, 2022
Real Estate as Part of Your Overall Wealth Strategy
Real estate is more than just bricks, mortar, and stud walls. Through disciplined financial planning, these tangible assets can play a creative role in building
Ian Clemens
March 2, 2022
Xennials & Crypto: Is It a Good Match?
If Boomers used the stock market to unlock generational wealth and Gen Z is bringing meme culture to the world of finance, where do Xennials
Ian Clemens
February 11, 2022
Discover Who CornerCap Is
CornerCap takes a unique, wholistic approach to wealth management. Learn more about how we listen to your story and make your financial planning align with your personal life goals.
Ian Clemens
February 8, 2022
Are 529s the Secret Weapon in Your Family’s Financial Plan?
Do you pay K-12 private school tuition? If so, did you know that you can “pre-pay” part of your child’s private school tuition in a
Ian Clemens
February 3, 2022