Speak with an experienced professional today.

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Speak with an experienced professional today.

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.

william's story.

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 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.

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,

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Our Clients Say it Best

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