Your source for retirement planning, investment management, estate planning, financial planning, and insurance services.

Retirement Planning

Take the retirement you’ve been planning and dreaming about for years, and put actionable steps towards pursuing it. We help you navigate choices around your pension and social security options. We also help you create a tax and budget-conscious plan around taking distributions from your investable assets to fund your retirement goals.

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Financial Planning

Gain clarity on the impact of your decisions and understand steps to improve your overall financial life. We help guide you through these choices and empower you to make each goal a reality.

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Investment Management

Experience an investment management plan that’s unique to your financial circumstances. At Convergence, we seek to understand your situation and financial goals. Once we do that, our team will help craft, manage, and monitor a strategy built for you.

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Estate Planning

Improve your family’s future and preserve your legacy with a carefully crafted estate plan. We work to craft estate plans that carry out your wishes for your portfolio while optimizing the end of your retirement from a goals perspective.

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INSURANCE SERVICES

We genuinely enjoy helping you manage risk. Because frankly, you have a lot to protect.

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Investing

We believe in providing independent investment advice based on merit, not affiliation.

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Planning

We believe in setting quality service expectations and strive to meet or exceed those expectations. Routine calls and periodic account review meetings are our norms.

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Service

We believe that financial planning is the foundation of every client relationship. This process allows us to develop a partnership with our clients to help guide them towards their financial goals.

Important Customer Disclosures

Find out our policies.

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SEC Profile

Form ADV Part 2-A Disclosure Brochure

Convergence Financial Customer Relationship Summary

Privacy Policy

LPL Fee Schedule

Charles Schwab Fee Schedule

From Our CEO

Travis Cook

Welcome to Convergence Financial. We hope the information you find here gives you a little insight into who we are and what we are about. Our firm was founded on three main principles: Investing, Planning, Service. These core beliefs guide our thinking, the way we conduct our business, and are truly cornerstones of our practice. It is my belief that we have built a talented team of individuals dedicated to assisting our clients to create and live out their financial goals.

We would love to hear from you about your financial goals and dreams.

To your success,
Travis

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Meet the Team

Let’s talk.

Address your financial needs through our personal and collaborative approach. All initial meetings are free, and we use them to get to know you and your financial goals. We’d enjoy the opportunity to discuss what services would be fit for you.

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