Wealth Advisors & Tax Planners – Soul Wellness - Achieve Financial Freedom Ealier!
Where Wealth Meets Spiritual Wisdom, and Money Serves the Soul. Marine Veteran and Women Owned.
Click to watch our video on who we are
Tax Planning & Tax Strategies
Navigating tax laws and maximizing tax savings is at the heart of financial success period. Our tax planning goes beyond standard deductions and credits.
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.
Financial Mindfulness Wellness & Peace
We believe true wealth is a harmonic balance of money with mind, body, and soul.
Click below to watch a recording of our past class on YouTube. See Events page for the next live class with in person experiences too.
INTRODUCTION ABOUT US
Crafting Tailored Holistic Financial Plans for Lasting Prosperity
At Awaken Financial Designs, we go beyond traditional wealth management by integrating financial expertise with mindfulness and holistic well-being. As a Marine Veteran and Women-Owned fiduciary advisory firm, we craft tailored financial plans that prioritize long-term prosperity. Our unique approach blends strategic tax tactics and investment planning with meditation, breathwork, and mindfulness techniques, ensuring a balanced and fulfilling financial journey. With a team of experienced tax professionals, estate attorneys, and business growth strategists, we provide comprehensive guidance for wealth creation and preservation. Explore our upcoming FREE events to discover how financial success and personal well-being can go hand in hand.
20
YEARS OF
EXPERIENCE
Where Wealth Meets Spiritual Wisdom, and Money Serves the Soul. At Awaken Financial Designs, we believe true financial success is about more than just numbers—it’s about creating a wealth lifestyle plan that supports your aspirations in abundance to live life fully… not fear it. It’s about creating a life of less stress, more peace, freedom of time, and meaningful experiences. We guide you with clarity, integrity, and spiritual grounding—so your wealth becomes a reflection of your values, your health, and your true purpose.
Certified Team
Our certified team of financial experts, including CPAs, EAs, and fiduciary advisors, provides trusted, strategic guidance for wealth management, tax planning, and long-term financial success.
Trusted Company
As a trusted fiduciary firm, we prioritize integrity, transparency, and client success, offering expert wealth management, tax planning, and holistic financial solutions tailored to your needs.
CLIENT'S TESTIMONIAL
What Some of our Clients Says About Our Company
This is a solid and compassionate organization. I went to one of their free seminars and scheduled a review of my retirement. They did the homework and set my mind at ease.
Jackie
This was the best financial class I have ever been to that was also mindfulness focused. I really enjoyed the chair yoga with the special guest they had present as well. I have already told a few people that they need to come to this class. Ill also be going to a upcoming breathwork event they are offering as well. I am also seeing what financial plan they can make for my-self.
Thomas
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
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
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
I work at a very large well known brokerage firm (name left out for safety) and this was the best financial class event I have ever gone to. The way you incorporate mindfulness throughout the class was incredible. This class should be sold out every time
Llewelyn
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.
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.
Lets talk
Schedule a Free Call
CALL US ANY TIME :
(480) 262-9868
Guided Meditation for Deep Relaxation Before Making Financial Moves
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How to Embrace Change in Your Career, Investments, and Business Finances
How to Embrace Change in Your Career, Investments, and Business Finances Change is
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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
