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Legacy Financial Planning Services in Houston TX

Why choose Awaken Wealth Partners for Your Legacy Planning?

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Your legacy is the story of your life. It represents where you’ve been, how you’ve lived, and the impact you’ve made along the way. It’s the part of you that you’ll leave behind for your family.

Your legacy financial planning is about so much more than just “estate planning” or making a plan for how to manage your portfolio when you’re gone. It goes beyond making sure you are maximizing the wealth you will leave behind to your heirs. And it’s more than working hard to minimize the taxes your loved ones will have to pay.

Of course those things are important, and they are details we take seriously.

At Awaken Wealth Partners, we believe true legacy planning includes all of those factors as well as ensuring your family understands the values and goals that are also a part of your legacy. 

As your partner, you can trust that your legacy rests well in our care.

Your Legacy
Starts With Planning

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HOUSTON | 281-816-5051

KINGWOOD | 281-358-0134

Peachtree City | 770-460-5421

IMPORTANT CONSUMER INFORMATION

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, and CERTIFIED FINANCIAL PLANNER™ in the U.S.

Disclosures:
Investment advisory services offered through Thrivent Advisor Network, LLC., (herein referred to as “TAN”), a registered investment adviser. Clients will separately engage an unaffiliated broker-dealer or custodian to safeguard their investment advisory assets. Review the Thrivent Advisor Network Financial Planning and Consulting Services, Investment Management Services (Non-Wrap) and Wrap-Fee Program brochures (Form ADV Part 2A and 2A Appendix 1 brochures) for a full description of services, fees and expenses, available at Thriventadvisornetwork.com. Thrivent Advisor Network, LLC financial advisors may also be registered representatives of a broker-dealer to offer securities products. Visit Investment Adviser Public Disclosures or FINRA’s Broker Check for more information about our Advisory Persons.

Advisory Persons of TAN provide advisory services under a “doing business as” name or may have their own legal business entities. However, advisory services are engaged exclusively through Thrivent Advisor Network, LLC, a registered investment adviser. Awaken Wealth Partners and Thrivent Advisor Network, LLC are not affiliated companies.

Securities offered through Thrivent Investment Management Inc. (“TIMI”), member FINRA and SIPC, and a subsidiary of Thrivent, the marketing name for Thrivent Financial for Lutherans. Thrivent.com/disclosures. TIMI and Awaken Wealth Partners are not affiliated companies.

DISCLOSURES

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Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website.

Check the background of our representatives on FINRA’s BrokerCheck.

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