Wealth Management

On-Going Wealth Management is our core offering and is designed for those who meet our Who We Serve client profile and want an on-going relationship with a trusted financial planner who will:

• Help them create their financial plan
• Ensure that it their financial plan is implemented
• Make necessary adjustments to their Plan as their circumstances change
• Provide expert tax planning & tax preparation assistance
• Design and manage their investment portfolio

Wealth Management clients have access to unlimited amount of meetings with Attune Financial Planning throughout the year.

With our Wealth Management Services you will receive:

Wealth Management Fee Structure

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