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.
Meet Dr. Ben Sorensen, leader, entrepreneur, author, lawyer, soldier, and coach. As a renowned provider of leadership training, sales training and executive coaching, Ben has extensive experience helping individuals overcome obstacles, elevate their performance, and achieve their greatest goals. Join host and Partner of Confluence Financial Partners, Greg Weimer, as he and Dr. Sorensen discuss […]
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.
