Idle Clevenger Wealth Management

Decatur, Illinois

Call (217) 413-4489 Visit website →

About

Idle Clevenger Wealth Management is a financial planning and investment management firm in Decatur, Illinois that serves individuals and families approaching retirement. The firm offers financial analysis covering retirement withdrawal strategies, 401(k) management, Social Security optimization, and insurance planning, along with tax and estate services including tax strategies, estate plan review, and legacy planning. Investment services include stocks, bonds, mutual funds, ETFs, separately managed accounts, and alternative investments. The firm's stated process involves creating a simple one-page retirement plan based on client priorities, then implementing and adjusting the plan as circumstances change.

Specialties

Firm details

Languages
English
Hours
Sunday: Closed, Monday: 8AM-5AM, Tuesday: 8AM-5AM, Wednesday: 8AM-5AM, Thursday: 8AM-5AM, Friday: 8AM-5AM, Saturday: Closed
SEC registered
No
0 selected
Compare →