Financial Planning
We uniquely specialize in helping you create a mindful approach to financial abundance through a variety of investment strategies and tactics.
We Offer Financial PlanningStocksEFTsBonds
Making good decisions now can benefit you for the rest of your life, so we approach your financial freedom planning strategies with care. With so many financial products available, we offer important insights into navigating various life situations. We adhere to holistic financial planning strategies that are designed to guide the growth and health of your investments throughout your lifetime.
Our experts help you evaluate the benefits of rolling over your 401(k) or other retirement plans into an IRA, tailored to your financial goals and tax situation. By simplifying your retirement savings and offering more investment choices, a rollover can optimize growth and reduce fees. We guide you through the rollover process, ensuring a tax-efficient transition and a stronger retirement foundation.
Our experts guide you through rollovers and conversions to maximize growth and minimize fees.
- Evaluate benefits of 401(k) vs. IRA rollovers
- Simplify retirement savings with consolidated accounts
- Access a wider range of investment options
- Ensure tax-efficient rollover transitions
- Build a foundation for a stronger retirement
We provide tailored advice on selecting life insurance and long-term care plans that offer security and peace of mind. Our goal is to help you protect your assets and ensure financial support for loved ones should the unexpected occur. Whether you’re planning for current needs or future care, our team ensures your coverage aligns with your lifestyle and financial priorities, giving you confidence for every stage of life.
Secure your future with customized life insurance and long-term care solutions.
- Assess and select tailored life insurance options
- Safeguard assets with strategic long-term care planning
- Protect loved ones against financial hardships
- Ensure coverage aligns with lifestyle and financial goals
- Achieve peace of mind for every life stage
Taxes in retirement can be complex, especially with withdrawals and distributions from tax-deferred accounts. We offer personalized tax planning to help you minimize your tax burden and avoid overpayments. By coordinating withdrawals and optimizing your tax-deferral strategy, we’ll help you retain more of your retirement savings while staying compliant with tax regulations.
Stay tax-efficient in retirement with personalized planning.
- Minimize tax impact on retirement account withdrawals
- Coordinate strategic distributions to avoid penalties
- Manage tax-deferred accounts to reduce tax burden
- Avoid overpayments with comprehensive tax guidance
- Retain more savings for a financially secure retirement
With our guidance and network of trusted attorneys, we help you create a comprehensive estate plan designed to preserve your wealth and pass it on as you wish. A well-structured estate plan can protect your assets, minimize tax impact, and provide a clear path for loved ones to avoid legal obstacles. We prioritize your legacy, ensuring your wishes are honored and your family’s future is secure.
Protect your legacy with a well-structured estate plan.
- Develop a customized estate plan with experienced advisors
- Reduce tax impact on inherited assets
- Ensure assets are passed on according to your wishes
- Shield loved ones from legal complications and expenses
- Preserve family wealth and legacy for future generations
Why Flat-Fee Financial Planning is the Best Choice
Traditional financial advisors often use an Assets Under Management (AUM) model, charging a percentage of your portfolio annually. This approach can lead to:
Increasing Costs – The more your wealth grows, the more you pay, even if services remain the same.
Conflicts of Interest – Advisors may prioritize keeping assets under their management instead of recommending the best options for you.
Lack of Transparency – Fees are deducted directly from your portfolio, making it difficult to track expenses.
With our flat-fee financial planning model, you get unbiased advice without hidden costs or conflicts of interest.
Ongoing Support for Financial Success
We don’t just create a plan and leave you on your own. Our team provides continuous support to help you stay on track. Regular financial check-ins and progress reviews ensure your strategy remains aligned with your goals. We provide market insights to adjust strategies as needed, helping you navigate economic changes effectively. Additionally, you’ll have direct access to experienced advisors for personalized guidance whenever needed.
Take Control of Your Financial Future
Your wealth should work for you, not your advisor. Our flat-fee financial planning services provide clarity, transparency, and cost-effective solutions. Contact us today to start building a stronger financial future!
Plus 2025 Tax Filing with CPA or EA. Also, Attorney for Estate & Trust. Business Owner Services Too
FAQ's
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
