At the beginning of the year we notice an uptick in the inquiries coming into our financial planning practice. Our industry along with the health clubs is seasonally popular perhaps because we’re all recovering from a season of overeating and overspending. You won’t find any financial fad diets in this column, but we should to […]
A confluence is the coming together, the convergence of two separate entities to create one greater and more powerful than either is alone. At Confluence Financial Advisors, our relationship with you is a partnership that leverages our knowledge and expertise to maximize your enjoyment of your wealth today, tomorrow, and beyond.