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.
Choosing the right healthcare plan can be difficult, but the alternative — not having the right health plan can be much more costly. Join host and Partner of Confluence Financial Partners, Greg Weimer, as he interviews health insurance sales manager Bret Semonian on navigating your healthcare choices — whether you’re selecting an employer-sponsored plan, buying […]
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.
