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.
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Check This List – Twice – Before Year-End
Proactive investors know that the months before year-end are an ideal time to make any final tax-saving moves. https://www.raymondjames.com/pointofview/check-this-list–twice–before-yearend Let us know if this article sparks any questions or if you’d like to discuss further.