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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Correcting Your Course

You’ve got options if your best-laid retirement income plans veer off track. https://www.raymondjames.com/pointofview/correcting-your-course Let us know if this article sparks any questions or if you’d… Read More

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… Read More