Vision for the Road Ahead
Wealth Planning
The Confluence Wealth Planning team constructs comprehensive financial plans that seek to “see around the corners” — anticipating opportunities and helping our clients prepare for the unexpected.
The wealth planning experience
Our Wealth Planning Team leverages valuable resources to coordinate each client’s goals, integrating several aspects of their financial lives — tax, estate, insurance, philanthropy, education planning, and beyond.
COMPLIMENTARY RETIREMENT READINESS WORKBOOK
- Get financially prepared for retirement
- Discover your ideal retirement lifestyle
- Explore the ins and outs of retirement income
- Optimize your taxes: seize and plan opportunities
- Ensure insurance coverage for your retirement goals
- The Confluence Approach
