Usually by late January we’re busy marshaling our documents to prepare last year’s taxes. While this still must be done, our focus is on your 2018 taxes as the legislation signed in late December will have profound effects on most of us. Here we’ll cover the highlights on how your finances will change this year […]
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.