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 M. Clemens, CFA, CFP®
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
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
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
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