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.
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