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Adrienne Ross (AFC, CFP, ChFC®)

Adrienne Ross focuses in the
following client markets or areas of practice:

  • AUM
  • Business Owners
  • Cash Flow/Budgets/Credit Issues
  • College/Education Planning
  • Entrepreneurs
  • Estate & Generational Planning Issues

Planning Specialties

My specialty is helping military families, veterans and business owners, including helping with:

·       Career changes

·       Business planning

·       Launching kids into adulthood

·       Taking care of mom and dad

·       Planning and preparing for retirement

·       Tax planning

·       Investment management and planning

·       Relocations

·       Transitioning or retiring military service members, law enforcement and government employees

Additional Information

At Clear Insight Wealth Management, we specialize in helping military and veteran families, government employees, and business owners make the most of their money to build the life of their dreams. Our financial lives are complex and challenging. We provide experienced, focused, adaptable, and empathetic financial advice for individuals and families trying to navigate our uncertain financial environment.We meet our clients where they are and always put their interests first. My partners and I have built our firm from the ground up to server our mission of helping our clients build financial security and freedom.

Financial planning is not only about managing money. It's about building and living a great life. At CIWM, we are dedicated to helping you navigate the complicated emotions associated with money so you can reach your goals, care for your loved ones, and build a great life. We believe everyone deserves a fiduciary advisor to provide reliable, expert advice tailored to your unique life circumstances. We embraced being a fiduciary before it was cool and have been dedicated to providing fee-only financial planning from day one. That means we always put our client's interests first.

My family's military journey taught me to be adaptable, agile and determined as I navigated the many changes of our life. Now I help individuals and families navigate their own life transitions, whether changing careers, sending our kids out into the world, or figuring out how to support our parents while still living our life and planning for retirement. I would love to join you on your journey to financial freedom.

NAPFA Start Date

September 20, 2019

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Visit Website Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

905 W Riverside Ave Suite 201 Spokane, WA 99201 Phone: (509) 847-4079
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