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Fiduciary Veteran & Women Owned
602-320-5199
Mesa AZ
David@AwakenFinancialDesigns.com
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Financial Plan

A comprehensive full financial plan report & future outlook (over 20 pages). To include taxes, cash flows, risk and much more.

Stocks, ETFs, Bonds

Professionally managed and created portfolio creations with Foundations Investment Advisors. Fidelity is our brokerage platform.

Life Insurance

Family and individual protections. Using Term Life or Whole Life. Concepts of infinite banking, cash flow hacking, tax planning, family legacy, and much more.

Annuities

Various Protections, Growths, & Guarantees in a IRA, Roth IRA, or a non-qualified accounts. Can be stock market index growth based with indices like S&P 500, fixed, or more.
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Our in House Investment Team with Foundations Investment Advisors RIA. More information can be found by clicking HERE.

HQ in Mesa, AZ

(602)320-5199

David@AwakenFinancialDesigns.com

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All written content on this site is for informational purposes only. Opinions expressed herein are solely those of Love Light Flourish, LLC and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. Investing involves risk. There is always the potential of losing money when you invest in securities. Educational only and not financial, tax or legal advice. Everyone has their own situation and needs to meet with a qualified professional. Asset allocation, diversification and rebalancing do not ensure a profit or help protect against loss in declining markets. All information and ideas should be discussed in detail with your individual advisor prior to implementation. The presence of this website, and the material contained within, shall in no way be construed or interpreted as a solicitation or recommendation for the purchase or sale of any security or investment strategy. In addition, the presence of this website should not be interpreted as a solicitation for Investment Advisory Services to any residents of states where otherwise legally permitted to conduct business. Fee-based financial planning and RIA Investment Advisory Services are offered by Investment advisory services through Foundations Investment Advisors, LLC, an SEC Registered Investment Adviser. Love Light Flourish LLC is our DBA that is part of Foundations Investment Advisors, LLC, an SEC Registered Investment Adviser. https://invest.fiwealth.com/  – – – Investment advisory services offered through Foundations Investment Advisors, LLC (“Foundations”), an SEC registered investment adviser. Nothing on this website constitutes investment, legal or tax advice, nor that any performance data or any recommendation that any particular security, portfolio of securities, transaction, investment or planning strategy is suitable for any specific person. Personal investment advice can only be rendered after the engagement of Foundations, execution of required documentation, and receipt of required disclosures. Investments in securities involve the risk of loss. Any past performance is no guarantee of future results. Advisory services are only offered to clients or prospective clients where Foundations and its advisors are properly licensed or exempted. For more information, please go to https://adviserinfo.sec.gov and search by our firm name or by our CRD #175083.