Women & Veteran Owned - Fiduciary Wealth & Tax Advisors with Mindfulness
Choose Love, Live Fearlessly & Invest Wisely
Our family office (Tax of CPA & EA, Estate-Business Attorney, Wealth Investing) help people achieve financial freedom EARLIER and HAPPIER, so you get more years of life to enjoy without all the STRESS! Join the Awaken Family and discover a life of Abundance where your finances support—not hinder—your dreams
Click to watch our video on who we are
Financial Mindfulness Wellness & Peace
We believe true wealth is a harmonic balance of mind, body, and soul.
Live More And Stress Less
Strategically growing and protecting your money/wealth for financial abundance with less stress & fear.
More Time & More Freedom
Let us craft a financial plan that gives you more time for what you love and the freedom to live your passions.
Tax Planning & Savings
Navigating tax laws and maximizing tax savings is at the heart of financial success period. Our tax planning goes beyond standard deductions and credits.
INTRODUCTION ABOUT US
We help create the best holistic financial plans for your own abundance
Awaken Financial Designs is not your typical wealth advisory firm. As Marine Veteran and Women-Owned Fiduciary Wealth Advisors and Tax Planners, we offer a holistic approach. As Lightworkers too, they share their passions and guide others with meditation, breathwork, and mindfulness practices/techniques. This creates a unique blended strategic financial plan of true wealth. Blending strategic financial guidance with mindfulness and wellness principles. We are a full family collaborate office with tax professionals (CPA or EA), Attorney for Estate and Business, Investment and Tax Strategist and business owner growth tactics.
20
YEARS OF
EXPERIENCE
Certified Team
Together, we navigate each stage of your financial path, providing guidance, support, and insight along the way. Let’s awaken your potential for a secure, peaceful, and joyful future.
Trusted Company
Awarded 5th for the 2024 Best Fiduciary Financial Advisory Firms in conjunction with Foundations Investment Advisors. Also, awarded a 4 time national recipient as an advisor at past firms.
CLIENT'S TESTIMONIAL
What Our Clients Says About Our Company
We started working with David Lundberg a few years ago. He has proven to be very knowledgeable and honest regarding the best financial plan for us. The investments he directed us in have given us more money protection as well as growth, and allowed us to retire early. He has always gone above and beyond to answer questions and find solutions. We have already referred him numerous times to others and will happily and confidently continue to do so!
Lauren 55
“I attended an educational seminar that David and Ashley with my sister and Aunt just for information gathering. I was impressed with their motto of Wellness and Peace. I really thought I had to wait until I turned 59 1/2 before I could even consider retiring. I made contact with them. They were passionate and not pushy. I decided to have them take a look at my portfolio and we had quite a few discussions and explained everything to me before I made the decision to invest and retire a year earlier which is what I really needed for my wellness and peace. It’s the best decision I could have made for me and my family. “
Lisa & Pat 96
“As a relatively young retiree, I first met David Lundberg at Awaken Financial at a free seminar in a movie theatre. Having sampled everything from life insurance to stocks to bonds to real estate and even hard money lending in my retirement, I was reticent about fixed index annuities (FIA), having had a negative experience with an FIA company nearly a decade earlier. David took the time to understand my financial goals and risk tolerance. We ultimately closed on two (2) different investments over the course of a year or so. David’s responsiveness and patience in clarifying differences in investment products was refreshing and appreciated.”
Barry 103
WHAT WE OFFER
Serving And Providing Best Services For Clients
Financial Planning (Stocks, ETFs Bonds)
We specialize in helping you achieve a safer passage to financial freedom or retirement through income-generating investment strategies, while also providing a wide range of financial planning services, including:
Investment Services
Our investment management expertise can also provide you with access to any tradable investment available on any U.S. exchange. We educate our clients on their best investment options for long-term growth investing.
Annuities
Annuities are also categorized by risk and how they generate earnings. Fixed annuities are considered the least risky. They’re designed to provide various protections and guarantees.
Life Insurance
Life insurance is among the most useful — but also the most misunderstood — financial tools available. For many people, it is one of the most important investments in their portfolio.
Mindfulness
Empowerment of Mindfulness
By focusing on the present moment, it cultivates a deep sense of peace and emotional resilience. Regular meditation encourages a mindful approach to life, reducing distractions and enhancing inner awareness.
Lets talk
Schedule a Free Call
CALL US ANY TIME :
(480) 262-9868
Upcoming Events: Your Path to Financial Freedom and Wellness
Join us for exclusive events that blend financial expertise with wellness insights, designed to help you reduce stress, grow wealth, and connect with a community of like-minded individuals.
Tax Tactic PIRCA
It is important to be aware of this potential tax strategy with protections that I call a “Partial Internal Roth Conversion Annuity (PIRCA)”. I believe it is better to have more tax choices with protections, as opposed to too few to no choices at all.
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Our Latest News And Insights
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Become Financially Independent
We are a highly qualified and recognized firm providing Holistic Financial Plans
At Awaken Financial Designs, we offer a unique combination of services, from tax planning to wealth management and wellness coaching, to help you find balance and growth
