What We Do
Create, preserve, and protect your wealth
Pursue your financial goals. Grow your earnings. Protect yourself and loved ones. We offer comprehensive financial planning, investment management, and insurance for protection.
Services
Fee-based Financial Planning
When we collaborate with our clients to create a comprehensive plan, we consider all aspects of their financial lives; current financial position, retirement planning, investment planning, tax strategies, protection planning and estate planning.
This holistic approach explores the full picture, and helps clients prepare for both the known and the unknowns. For us, financial planning is a long-term activity. As such, we seek to build deep relationships and are at your side to help guide you through all of life's transitions.
As investment advisor representatives, we act under the fiduciary standard for financial planning. As trusted fiduciaries, we are legally required to act in our client's best interest.
Investments
We understand that the world of investing can be overwhelming. There are a myriad of factors to be considered before placing your hard-earned money into any investment vehicle, and we feel it is important to educate our clients on their options. By having in-depth conversations around our client's goals and risk tolerance, we can help empower them to make informed decisions that they can feel confident in.
Insurance
Being acutely aware of life's uncertainties, the team at Confidere Financial places tremendous value on protecting our clients, their families, and their legacies. We offer Life, Long Term Care and Disability insurance options that will help you safeguard your loved ones should the worst happen.
The Confidere Financial Advantage
Experience
Combined, the team at Confidere Financial has more than 75 years of industry experience. Our primary focus centers on holistic financial planning.
Objective Recommendations & Transparency
Unlike some advisors, we are not required to sell proprietary products. We are transparent about how we are compensated. There are no hidden fees.
Engagement
In-person meetings, phone calls, video chat, email: whichever communication method you prefer, we are easy to reach and provide prompt response.
