Life can take you in many directions. As a team of certified financial professionals, we are committed to helping our clients navigate the complexities of today’s financial landscape by providing realistic advice, and a clear plan of action, and helping them make progress toward their goals. Give us a call today to take the first step on your journey.
Clear Insight Wealth Management
金融服务
Spokane，Washington 38 位关注者
A women-owned wealth management firm for military families, government employees, and small business owners.
关于我们
Clear Insight Wealth Management is a new kind of wealth management firm tailored to the unique needs of military families, government employees, and small business owners. Formed from a trio of woman-led financial planning firms, Clear Insight Financial Planning, REM Financial Planning, and Red Clover Financial Planning have joined forces to become Clear Insight Wealth Management. The firm has locations in Spokane, WA, and Northern Virginia, and serves clients nationwide. With our founders being military spouses and small business owners, we understand the unique financial lives, benefit options, planning timelines, challenges, and opportunities our clients face. While traditional wealth management firms offer a single advisor-to-client relationship, Clear Insight Wealth Management takes a whole team approach, guiding clients to define and create the life they want to live. Offering holistic financial planning and wealth management services so all aspects of your finances work together towards living your best life now and in the future. We understand everyone’s ideal life is different. If your vision includes: - Planning for Retirement - Transitioning Out of Military Life - Making A Career Change - Being Financially Independent - Paying Off Student Loan Debt - Buying Your First or Second Home - Creating & Building a Business - Planning for Needs of a Special Needs Child Reach out today to learn more or to schedule a get-acquainted meeting at myciwm.com. ?????????? ?????????????? ???????????? ????????????????????, ?????? ???? ?? ?????????? ???? ?????????????? ??????, ?????????? ???????????????? ???? ?????????? ?????????????? ???????????? ????????????????????. ??????????????, ?????? ???? ???????????????????? ???? ???? ???????????????????? ?????????????? ???????? ?????? ??.??. ???????????????????? ?????? ???????????????? ????????????????????, ?????? ???????????? 327176.
- 网站
-
https://www.myciwm.com
Clear Insight Wealth Management的外部链接
- 所属行业
- 金融服务
- 规模
- 2-10 人
- 总部
- Spokane，Washington
- 类型
- 私人持股
- 创立
- 2019
- 领域
- Career change and transition、Catching up on Retirement Savings、Relocation、Empty Nesters、Military Financial Planner、Government Financial Planner、Tax Planning、Retirement Planning、Life Planning、Holistic Financial Planning、Wealth Management和Small Business Owners
地点
Clear Insight Wealth Management员工
-
Kathleen (Kate) Cote, CFP?, RLP?
Financial Advisor & Partner at Clear Insight Wealth Management | Helping military families, government employees, and small business owners live…
-
Omen Quelvog, MQFP?
Reducing stress through fee-only, fiduciary financial advice | Candidate for CFP? Certification
动态
-
Are you familiar with military continuation pay? Learn how it works and what it means for your financial future.
Understanding Military Continuation Pay: What Every Military Member Needs to Know — Clear Insight Wealth Management
myciwm.com
-
??? Attention Federal Employees! Open Enrollment is here, running from November 11, 2024 to December 9, 2024. With many insurance plans seeing premium hikes and coverage adjustments this year, it's important to reconsider your choices. Let's make sure you and your family are covered in the best way possible! ???? Ready to dive into your options? Our team is here to help! Reach out with any questions, and let's navigate this important decision together. #OpenEnrollment2024 #InsuranceReview
-
-
Ready to discuss your financial goals? Reach out to us via our website or social media (did you know we are also on Facebook?) and let’s start the conversation!
Contact Us | Financial Planning in Tysons, VA & Spokane, WA — Clear Insight Wealth Management
myciwm.com
-
Attention service members and retirees! ?? From November 11 through December 10, it's time to review and choose the best TRICARE plan, dental, and vision coverage for you and your family. Keep an eye out for some key changes, including increased plan rates. Exciting news for 2025: The Dependent Care Flexible Spending Account (DCFSA) is back with family contribution limits of $5,000, and for the first time, active-duty and certain reservists can access a Health Care Flexible Spending Account! ?? Mark your calendars for the special enrollment period from March 1 to March 31, 2025. These accounts are great ways to handle out-of-pocket health care and childcare costs using pre-tax dollars. Remember, flexible spending accounts are 'use or lose' benefits, so be sure to understand how they work. Have questions or want to learn more? Reach out to us! Read more at www.myciwm.com/blog #TRICARE #FlexibleSpendingAccount
-
-
The 2024 FEHB Open Enrollment Season is here! ?? Now's the time to dive into the fine print because big changes are coming. Starting November 11, 2024, federal employees and retirees can review and adjust their Federal Employees Health Benefits (FEHB), dental and vision plans. With new rates and benefit tweaks for 2025, your healthcare costs and coverage might be affected. ?? Check out our latest blog to learn more: https://lnkd.in/gVq2WTrF
-
-
Are you a veteran seeking to optimize your financial planning? Our blog explores essential strategies tailored for military families. From retirement planning to tax strategies, learn how to navigate your finances effectively and confidently!
Strategic Financial Planning for Veterans, Federal Employees, and Military Personnel — Clear Insight Wealth Management
myciwm.com
-
A core tenet of our investment management approach is that finances can’t be separated from the client. To provide the best possible financial advice, we need to know and understand you. Establishing that relationship allows us to build you a customized, tax-efficient portfolio within your comfort level to achieve your future goals.
A Wealth Management Firm with locations in Spokane & La Center, WA, and McLean & Fredericksburg, VA — Clear Insight Wealth Management
myciwm.com
-
Federal employees, retiring on time is possible with the right plan in place. Read our insights to prepare for a smooth transition.
How Federal Employees Can Plan to Retire on Time — Clear Insight Wealth Management
myciwm.com
-
This Veterans Day, we invite you to join us in honoring the brave men and women who have served our nation. Our veterans have shown incredible bravery, dedication, and resilience, ensuring our freedoms and security. Whether serving at home or abroad, in times of peace or conflict, their contributions are invaluable. To all the veterans in our network and among friends and family, we thank you for your service.
-