Fiduciary Wealth & Tax Advisors – Your Trusted Partner in Financial Success
At Awaken Financial Designs, we believe true financial success is about more than just numbers—it’s about securing your future, minimizing risk, and ensuring your wealth supports your aspirations. As trusted Fiduciary Wealth & Tax Advisors, we provide personalized financial planning, investment strategies, and tax-efficient solutions tailored to your goals. Our team of Certified Financial Planners (CFP), Chartered Financial Analysts (CFA), and Tax Professionals (CPA, EA) offers expert guidance, ensuring you navigate the complexities of wealth management with confidence and integrity.
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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
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 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
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 Our Clients Says About Our Company
“Working with Awaken Financial Designs has been one of the best financial decisions we’ve made. Their fiduciary approach and tax strategies helped us maximize our retirement savings while minimizing unnecessary tax burdens. We feel more confident about our future than ever before!”
Michael & Sarah T
“David and his team take the time to truly understand your financial goals and create a plan tailored to your needs. Their wealth management and investment strategies have not only grown our portfolio but also provided peace of mind knowing we’re in capable hands.”
Jonathan R.
“I never thought I could retire early, but after attending one of their financial seminars, I realized it was possible. They designed a holistic financial plan that gave me the confidence to take that step. Now, I’m enjoying my retirement years without financial stress!”
Lisa W.
“It’s rare to find a financial advisory firm that truly puts clients first. Awaken Financial Designs is transparent, fee-only, and always acts in my best interest. Their strategic tax planning has saved me thousands, and I trust them completely with my financial future.”
David L.
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
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.
OUR LATEST BLOG
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
