FINANCIALLY IN TUNE is a well-established financial advisory firm that has been providing expert financial guidance to clients for over 15 years. With a strong focus on transparency and a client-centric approach, the firm manages assets worth over $500 million for its diverse set of clients, including high-net-worth individuals, business owners, retirees, young professionals, and families. Its team of 10 experienced advisors offer a range of services, including investment management, retirement planning, estate planning, tax planning, insurance and risk management, and educational planning.
The advisors at FINANCIALLY IN TUNE hold various certifications such as Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA), demonstrating their expertise in the industry. They also regularly participate in continuing education programs to stay updated on the latest financial trends and strategies. Clients can trust their fee-only services, as the firm does not receive any commissions or kickbacks from recommended financial products. Additionally, FINANCIALLY IN TUNE has a clean record with no disciplinary actions, ensuring that clients' interests are always the top priority.