Helping people discover if they can retire earlier with tax clarity, income confidence, and life alignment. Helping those already retired analyze tax-optimized accounts, retirement income, and legacy inheritance planning.
Flat-fee fiduciary financial planning with no AUM fees and no minimums. Both one-time plans and ongoing plans offered.
David Lundberg MBA, MSCJ, Marine Veteran and Ashley Lundberg MSBL. Both are certified yoga teachers, pranayama breathwork, and meditation instructors. Veteran and Woman-Owned.
Headquartered in Cary, North Carolina and Arizona. Serving clients nationwide virtually where appropriately licensed.
Website: awakenfinancialdesigns.com
Awaken Financial Designs LLC | CRD #339725
Content is for educational purposes only and does not constitute individualized investment, tax, or legal advice. Advisory services provided only pursuant to a written agreement and in jurisdictions where registered or exempt.
David and Ashley Early Retirement for Couples
We are grateful to share that we'll soon be recording an upcoming Tax Strategy & Retirement Planning Conversation with Linda Reader, EA, Owner of Tax Rez.
Linda is an IRS-licensed Enrolled Agent with more than 20 years of experience helping individuals, families, small businesses, trusts, and partnerships navigate tax planning, compliance, and retirement-related tax decisions.
Together, we'll have a relaxed, educational conversation designed to cut through the noise and bring greater clarity to topics such as:
• Tax Preparation vs. Tax Planning; what's the difference?
• Common Roth IRA Conversion misconceptions
• Tax surprises that often catch retirees off guard
• North Carolina and Arizona retirement tax considerations
• Inheritance, trusts, and legacy planning
• Questions many people are afraid to ask, but shouldn't be
Our goal isn't to create another technical tax presentation. It's to have the same type of conversation we have with clients every day. One that helps people better understand how tax strategy and retirement planning work together so they can make more informed decisions with confidence.
Premiering on our YouTube channel on Friday, July 24, 2026
Real Conversations. Greater Clarity.
#taxes #TaxStrategy #retirementplanning #RetirementGoals #RothIRA
1 month ago | [YT] | 1
View 0 replies