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.
How do you cap off a lifetime of hard work? With many people retiring healthier, heartier and wealthier than generations before us, retirement can be a chance for adventure, an opportunity to make the most of the next chapter of our lives. In this episode, host and Confluence Financial Partners CEO, Greg Weimer, introduces us […]
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.
