Let Our Certified Financial Advisors Help You Live Out Your
Retirement Dreams
Live the Retirement You’ve Always Dreamed About!
Schedule a Meeting With Darren Lundy or Call 740-879-9533
Welcome to Wealth Conscious
It’s time to make a choice. Plan for your future.
It’s as simple as making a phone call, and sitting down with a Investment Advisor Representative. I offer a plethora of financial services – including hedge funds, mutual funds, estate planning, and insurance advice.
Why Should I Trust IAR?
Investment Advisor Representatives
are not here to sell, but to guide.
Investment Advisor Representatives
are not tied to any specific family of funds or investment products.
Investment Advisor Representatives
are here to serve your interests – no one else’s.
We’ll Plan for the Whole Journey, Together.
Wealth Conscious is an end-to-end map of your financial future and how to navigate what’s ahead. It’s our team’s process that makes the magic along the way, accommodating your style with the right level of detail and communication you deserve.
Step 1: Discovery
- Start with your goals & values
- Establish what you need from an advisor
- Map out your current financial picture
Step 2: Strategy
- Evaluate what is needed to reach your goals
- Review of red flags and opportunities
- A strategic plan to get you where you want to go
Step 3: Implementation
- Organize accounts to goals-based investments
- Complete additional planning areas
- Establish our plan for communication and connection
Start By Knowing Where You Are
Knowing your Financial Profile can help you decide the next steps on your wealth journey.
Don’t know where to begin? Start by understanding where your current plan is
strong and where there’s opportunity for improvement.
What Can
You Expect?
- A Values-Driven Financial Strategy
- Solutions for Turning Assets into Income
- Confidence about Your Retirement Future
- Clarity to Make Today’s Decisions
Wealth Conscious is about family
Find a Wealth Conscious Location
Westerville, Ohio
570 North State Street, Suite #210
Westerville, Ohio 43082
740-879-9533
darren@wealth-conscious.com
