SERVICES & FEES

WHY FEE-ONLY
  • No product sales
  • No commissions or referral fees
  • No conflict of interest
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Contact us today to schedule your complimentary, no-obligation Get Acquainted call.


RETIREMENT PLANNING

Your Retirement Plan

Ask people to name their top five financial goals and retirement always makes the list. At Confluence Financial Advisors, LLC, we understand your desire for a sound retirement plan that gives you freedom to work as much or little as you like, play, or explore new opportunities. Your retirement plan is an integral part of our Financial Planning Process.

Your retirement plan begins with your goals. Once we understand your time frame and desired lifestyle we can create your ‘retirement paycheck’. The retirement paycheck provides you with the cash you need each month using the retirement funds you have available. Retirement funds may include pensions, IRAs, 401(k)s, 403(b)s, 457s, SEPs, as well as other assets.  But a successful retirement is more than just having the money you need each month. Retirement is one of life’s big transitions and we serve as a guide and make sure you are prepared for uncertainties so you can live comfortably without fear or worry. 

If you are more than 10 years from retiring, we create a retirement plan that defines the resources you will need and the steps to be taken to build those resources.  This includes maximizing tax-free and tax-deferred contributions to retirement savings plans and taking advantage of all available tax-saving opportunities. 

We are familiar with the 401(k) retirement savings options for many companies in the Boulder area including Oracle, Ball Aerospace, Lockheed Martin, AT&T, IBM, MarkIt, and White Wave Foods. We also work with clients who have Colorado PERA benefits.

Learn more about building your retirement plan today by contacting us for a “Get Acquainted” call.


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