We are dedicated to supporting you at every step of your financial journey by providing thorough financial planning services that complement your individual life objectives and risk tolerance. With the help of our individualized approach, you can be confident that the future you want is planned out carefully and intentionally.
Start your journey with a free Core Financial Planning session. Get personalized advice and a clear plan tailored to your goals. No long-term commitment or consultation fee.
Craft a personalized financial plan today with no long-term commitments and no obligations. With our simple 3 step approach, we will work alongside you to establish your financial plan. These steps include:
2. Goal setting & analysis
3. Execution & ongoing review
We approach financial planning services holistically, emphasizing the development of a stable financial future while accommodating life’s uncertainties. Our planning process is both flexible and structured, which enables us to adapt to changing market conditions and your needs. Our mission is to design wealth-building, wealth-preserving, and wealth-distribution plans that work for you in the long run.
Speak with one of our advisors and begin creating your unique financial plan. No consultation fee. No long-term commitment.
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The first step is for us to fully comprehend your present financial status, goals for the future, and risk tolerance. We create and oversee an ongoing financial plan that changes with you by combining this data with more general economic and market trends. Whether you are beginning a new job, expanding your family, or getting ready for retirement, our method guarantees that your financial plan is customized to fit your needs at every turn.
Our financial planning process, which is based on the concepts of modern financial planning, includes the following:
We collaborate closely with you to set specific financial objectives and produce a financial decision-making roadmap.
To ensure a seamless transfer of wealth, we offer estate planning services that include beneficiary designations, trusts, and will strategies.
In order to reduce your tax liability and increase your after-tax returns and preserve more of your hard-earned money for the future, we create tax-efficient strategies.
We evaluate your insurance requirements and assist you in choosing a plan that will shield you and your loved ones from unforeseen expenses.
Speak with one of our advisors and begin creating your unique financial plan. No consultation fee. No long-term commitment.
Every financial plan we create is driven by our carefully crafted investment approach to provide results for every client and their unique needs. We balance your needs with a calculated market approach that aims to capitalize on opportunities without putting your finances at risk during volatile economic times.
When building the best financial plan for each client, we will utilize one or more of our various investment strategies to achieve the goals laid out in the financial plan. Learn more about the strategies we have on offer and learn about how each of them could align with you financial goals
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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Risk Disclosure
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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