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Convergent Financial Advisors, LLC, is a newly formed financial advisory firm combining the resources of Alderfer Financial Planning and Libra Financial Planning. Jeffrey Alderfer and Alan Schapire invite you to explore our new website and our new firm. Whether you are an existing client of either of the predecessor firms, or a prospective client in search of independent and objective financial advice, we thank you for visiting the site and remind you to bookmark the new web address: www.ConvergentFinancialAdvisors.com.
At Convergent Financial Advisors, we understand that your financial planning, tax planning, and investment needs are unique – your circumstances, goals and objectives are unlike anyone else’s. You need a firm that promises to put your interests first; a firm with proven experience; a firm whose professionals carry only the highest industry credentials and designations.
Whether you are just starting out, are in the midst of your career and life, or are transitioning into retirement, we will help you create financial, tax and investment plans appropriate for you and your lifestyle. We offer a no obligation "Get Acquainted" meeting to determine how to best work together. Because you are unique, we offer a wide range of services tailored to your specific personal and financial situation. Enjoy your browsing.....
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