Wealth Conscious
Our ServicesNo matter where you are in life, your financial future is our
highest priority. Our financial planning process is customized
to each client’s goals, needs, and timeline so you get the
support you deserve.
Schedule a Meeting With Darren Lundy or Call 740-879-9533
Wealth Conscious is here to help you manage your finances so you can pursue your ultimate goals.
Financial Planning
Our financial planning process is a thorough, yet simple way for you to take the first step toward reaching your financial goals. Throughout our process, we can help develop customized financial strategies that can turn your goals into reality.
Insurance Services
Some retirees underestimate the impact a big Market loss may have on the future of their income. Luckily, insurance can be used to protect more than just your physical assets. It can also be used to help protect your future. Our firm specializes in helping individuals safeguard their retirement nest eggs by offering a variety of insurance products and financial planning strategies.
Estate Planning
Estate planning and creating a legacy are on the top of most retirees’ minds. Estate planning is the art of making sure your loved ones still talk to each other after you pass on. Leaving an unplanned estate can destroy the strongest of family units. Make sure you take the time to build this important element into your comprehensive Retirement Plan.
Medicare
What is Medicare and What Does it Cover?
Medicare is the federal health insurance program for people who are 65 or older, or those under 65 who may qualify because of a disability or another special situation. Medicare helps millions of American seniors and disabled individuals cover some of their health care costs.
Some of our Medicare Services include the following, but not limited to:
- Medicare Insurance
- Medicare Supplemental Insurance
- Medicaid Crisis Planning
Retirement Planning
At Wealth Conscious we take the time to get to know each of our clients. When it comes to retirement, we seek to answer the following five questions:
- What do you visualize yourself doing on your journey through your golden years?
- How are you going to position your life savings to provide funding for your vision?
- How can we position those assets in a way that provides you confidence and peace of mind?
- What are you going to do when and if the unexpected happens?
- What will happen to your assets when it’s time for you to pass on.
Individual Planning
Have You Ever Wondered…
- Am I making the most out of my 401(k)?
- Am I fully covered or over covered on my insurance policies?
- Am I on track with my financial goals for retirement and savings?
- What is my alternative when the stock Market goes negative?
- What will happen to my loved ones/estate/personal items if I am no longer able to manage/provide/care for them?
A strategy based on your goals:
Planning for retirement can be less challenging when you do it with an experienced team. Our advisors will help you build a financial strategy based on your goals.
Vision
Assessment
Strategy
Action
Ongoing Relationship
We offer services in these three areas:
GROW
Prepare for retirement by putting your hard-earned assets to work.
HOW?
403B / TSA Plans
Annuities
Asset Protection
Destructive Money Beliefs That Drive Financial Behaviors
Financial Planning
Fixed Indexed Annuities
Guaranteed Income For Life
Income Planning
IRA, 401(K) and 403(B) Rollovers
IRA Legacy Planning
Legacy Planning
Lifetime Income Planning
Personal Budgeting
Money Mindset Assessments
Money Management
Wealth Planning
Wills, Trusts, Estates
PRESERVE
Protect the assets that can help you live the retirement you’ve always imagined.
HOW?
Asset Protection Strategies
Business Continuation, Buy/Sell Agreements
Business Succession Planning
Executive Benefit Packages
Indexed Universal Life Insurance
Life Insurance
Tax-Efficient Strategies
Long-Term Care Strategies
Pension Maximization
Portfolio Management
Probate
Retirement Income Strategies
Social Security Maximization
Tax-Efficient Strategies
Tax Planning
GIVE
Provide for the people and causes you care about the most.
HOW?
Business Owner Retirement Solutions
Charitable Giving
College Funding
Deferred Income Annuity
Estate Planning
Financial Literacy
Health Care Contingencies
Immediate Annuity
Life Coaching
Living Benefits Insurance
Long Term Care Insurance
Qualified and Non-qualified deferred Compensation
Tax Advisory
Tax Reduction Strategies
Wealth Management
Life Coaching
What We Offer
For those people who are not where they would like to be financially, we offer Life Coaching to help you improve your current financial situation. Are you living pay check to pay check or are you in debt? Do you make “good money,” yet have nothing to show for it? We specialize in helping clients create, preserve, and transfer generational wealth. Based on our conditioning, we can develop negative attitudes about money. We will begin to identify money habits that may be preventing you from achieving prosperity. For instance, teaching you about Poverty Consciousness and how it can impact your ability to create wealth. At Wealth Conscious, we offer a program which takes our clients from Poverty Consciousness to Prosperity Consciousness.
In addition, if you are a private person when it comes to discussing money, we provide a safe, non-threating environment to talk with a money expert. Any information shared will be kept in the strictest of confidence. We then provide you with financial solutions and hold you accountable for achieving your personally agreed upon goals. Find out what’s standing in your path to prosperity.
At Wealth Conscious, we offer you the following services:
Introducing Natural Laws
Offering Financial Solutions
Budgeting
Overcoming Limiting Money Beliefs
Attracting Money
Money Management
Secrets of Wealth Creation
Putting You On The Road To Riches
Spending Strategies
Analyzing Financial Status
Ten Percent Club
Debt Elimination
Educating
What We Offer
At Wealth Conscious, we realize that knowledge is power. As a result, we want to be your trusted resource when it comes to creating wealth. Many people suffer from a lack of knowledge and we are here to facilitate change. It begins with understanding the fundamentals and that is why we offer information regarding financial literacy. We also provide clients with information on the secrets of wealth creation and how to achieve prosperity consciousness. There are very specific steps required to become wealthy. The most important step is creating a prosperity consciousness. Unless you achieve prosperity consciousness, creating and sustaining wealth will be virtually impossible. Let us be your trusted resource.
At Wealth Conscious, we provide information in the following areas:
Natural Laws
Financial Products
Prosperity Consciousness
The Power of the Mind
The Secrets of Wealth Creation
Financial Literacy
Poverty Consciousness
Limiting Money Beliefs
Preparing for Wealth
Regular Review
Your life will change. And your plan must change with it. At our regular plan reviews we check for progress, realign to new information, and address any information that is out of date. Our support team is here for you to get you the answers you need when you need them. Regular plan reviews are just another part of doing it the right way.
Find a Wealth Conscious Location
Westerville, Ohio
570 North State Street, Suite #210
Westerville, Ohio 43082
740-879-9533
darren@wealth-conscious.com
