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.
Family and Life Events An old family secret you’re finally ready to know. The wisdom of your elders. The story about that time grandma’s brother caught an alligator and left it in the tub. If you have the courage to ask, you never know what you might discover about your nearest and dearest. As you […]
