We understand that financial planning is not always the easiest thing to get started with. Every plan will eventually need branching strategies to encompass all possible financial needs. Those strategies don’t need to be implemented day one.
A core financial plan focuses on the basics that often go overlooked but are crucial for creating the groundwork for more sophisticated and creative strategies down the road. By evaluating your situation and understanding your long-term vision as a whole, we can craft a fundamental plan that starts you down the path to achieving your goals while also establishing natural connections to new strategy options for you to use in the future.
We believe you should start your journey towards financial freedom with the best foot forward. Book a no cost introductory meeting with one of our advisors and receive a core financial plan including features like:
During this meeting with an advisor, we will take some time to understand your financial circumstances, needs and goals. Then, we will craft a toolkit designed to point you in the right direction to find financial success. This will establish the baseline trajectories for the most important aspects of your financial journey and provide guidance on how to approach each of aspect, as they all require their own unique strategies.
Confluent Asset Management is a Registered Investment Adviser that offers institutional and individual investors systematic wealth and asset management services and investment solutions.
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Past performance is not an indicator of future performance. Investing in securities involves the risk of loss.
Confluent Asset Management LLC (“Confluent”) is a registered investment advisor offering advisory services in the State of Arizona, Florida, Connecticut, and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by Confluent in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.
All written content on this site is for information purposes only. Opinions expressed herein are solely those of Confluent, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to other parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.
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Book a no cost introductory meeting with an advisor and get a free core financial plan