"Financial Planning is a Process.
That Process Should Reflect Your Life
– The Life YOU Want to Live."
It's about having someone interested in YourLife PLANNING™–The way you want to live it–
Welcome to CONFIANCE
While financial markets go up and down—and life provides many detours along the way—trusting your financial advisor should never be in question.
We believe that YourLife™ is individual and unique to only you. Your personal goals may be as traditional as a house with the white picket fence or as Non-Traditional as living on a sailboat and traveling the world. We can't plan for you if we don't know you.
We also know that Everyday Life has a way of changing direction, creating New Realities ... and changing our minds about what we need, wish for, and want. We understand this and our process reflects YourLife™ in our changing world.
Our Investment Philosophy is based on the fact that you come first--and is demonstrated through our adherence to Fiduciary Standards. We focus on a trusting Relationship rather than Asset Minimums--because it's your hard-earned Money.
Wealth Management today is about YourLife™