Headquarters
332 JUTE CT, CARY, NC 27519-8952, US
CARY, NC, US
Awaken Financial Designs LLC
From the company
Awaken Financial Designs LLC is a Registered Investment Adviser with the North Carolina Securities Division and the Arizona Corporation Commission (CRD #339725). It is an independent flat-fee fiduciary financial planning firm, veteran and woman owned, serving North Carolina, Arizona, and virtually nationwide where appropriately licensed. Co-founders David and Ashley Lundberg help individuals and couples with early retirement planning and tax strategy.
Capabilities
Products & services
Capabilities 8
- estate planning
- flat-fee financial planning
- investment coordination
- retirement planning
- Roth IRA conversion analysis
- Social Security timing analysis
View all 8
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- Ownership classifications (2)
- Service Disabled Veteran Owned Business, Veteran Owned Business
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Profile information
- Founded
- 2025
- Website
- awakenfinancialdesigns.com
Source: company website
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