WHAT WE DO:At Confluence Financial Partners, we understand the unique challenges in today's economy and believe everyone deserves a secure and fulfilling retirement. It's our mission to maximize the lives and legacies of our clients through team-based financial planning. Whether you're looking to maximize your Social Security benefits, develop a tax-efficient withdrawal strategy, or ensure your legacy for future generations, we're here to guide you on your path to financial security.HOW OUR PROCESS WORKS:We believe a personalized approach goes beyond just the numbers. We take the time to understand your motivations, dreams, and values. Together, we can create a strategic wealth plan that truly considers your needs, clarifies your goals, and explores all your “what if” questions. This includes factoring in the long-term costs of aging, living independently, evolving family dynamics, as well as proper asset allocation and investment strategies. Whether you’re looking to grow or protect your wealth, it’s not just about investment returns—real financial advice is about you and how your wealth can provide security in your life and the lives of those you care about, today and tomorrow.WANT TO LEARN MORE?Reach out to me directly here on LinkedIn, email me at jonathan.jordan@confluencefp.com, or call me directly at 412-391-0377. Confluence Wealth Services, Inc. d/b/a Confluence Financial Partners is a SEC-registered investment adviser. Registration of an investment adviser does not imply any level of skill or training. Please refer to our Form ADV Part 2A and Form CRS for further information regarding our investment services and their corresponding risks. Additional information about Confluence Wealth Services, Inc. is available on the Investment Adviser Public Disclosure (IAPD) website at: www.adviserinfo.sec.govThe content on this page is provided as general information only and should not be construed as an offering of advisory services or a recommendation to buy or sell any security or financial instrument by Confluence Financial Partners. Investing involves risk; clients may experience a profit or a loss.
