Get inspired to maximize your life and legacy with “Imagine That,” our new podcast series.
If you can imagine all that, you’re in the right place. Confluence Financial Partners was founded on the belief that families deserve a higher standard — of planning, results, accountability and service. Planning for a lifetime of financial security is a serious responsibility. And it’s one we never take lightly.
Let's talk. We imagine you'll be able to see the difference right away.
Prepare your heart for the holidays with this very special Thanksgiving episode. Join host Greg Weimer as he explores the world-changing power of gratitude. Greg will share how maintaining a gratitude mindset has helped him maximize his own life and legacy and offer a few simple strategies to help you feel more grateful more often. […]
We would be happy to conduct a no-cost, no-obligation review of your current financial portfolio or investment plan, to determine if it's in-line with your long term goals.
