Building stable ground in a chaotic world.
Our full line of business services are built to help you succeed.
A Clear Vision for Your Future.
Clear Legacy has helped clients reach their financial goals for over 20 years. Through dedication to our clients, we’ve built a reputation as a trusted financial services firm in the Northwest as well as with businesses all over the country
We pride ourselves on making our client’s dreams a reality.
Success Stories
At Clear Legacy, it’s an honor to be a part of our clients’ success. We’ve had the privilege of helping them solve complex challenges so they can focus on what they do best – building their businesses. If you’d like to learn more about our experiences and how we might be able to help you, we invite you to read on.
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William’s Story
When Amelia met William, he had four brick-and-mortar retail locations and was running floor shows in 13 other large retail stores, all
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Susan’s Story
Susan’s “night job” was to help her husband Doug with the bookkeeping for a successful retail shop they owned. However, tired of
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Robert’s Story
Bob began as an entrepreneur who ran a successful business with multiple locations in several states. In addition to his primary business,