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flat-fee financial planning

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1 flat-fee financial planning supplier across 1 states and provinces in 1 country. Profiles show capabilities, materials, certifications, and facility locations so you can compare shops and build a shortlist.

Suppliers

AWAKEN FINANCIAL DESIGNS LLC

CARY, NC

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.

estate planninginvestment coordinationretirement planningRoth IRA conversion analysisSocial Security timing analysisTax planningvisual planning tools

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