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.
Why dividends will continue to be an important part of your portfolio… Investing in stocks is a good way to grow wealth in the long-run. With interest rates at their current levels, it is generally the best way to achieve long-term goals such as retirement and education. As we’ve written in the past, there are […]
