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Awaken Financial Designs
Awaken Financial Designs is an independent flat-fee fiduciary firm that helps couples discover when they can retire and what tax strategies to consider in...
Overview
Awaken Financial Designs is an independent flat-fee fiduciary firm that helps couples discover when they can retire and what tax strategies to consider in retirement. The firm uses visual planning tools for retirement income, taxes, Roth IRA conversions, Social Security timing, and related decisions, with no AUM fees. It is veteran and woman owned, headquartered in NC and AZ, and serves clients virtually nationwide.
General information
Firm type
Asset Manager
Location
City
Cary
Principals
David Lundberg
Co-Founder, Flat Fee Fiduciary Financial Planner
Ashley Lundberg
Co-Founder, Financial Educator and Wellness Guide
David Lundberg
MBA, MSCJ, Founder, Financial Planner
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