Fundamental Wealth Designs

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Fundamental Wealth Designs

𝗪𝗲 𝗱𝗲𝘀𝗶𝗴𝗻 𝗿𝗲𝘁𝗶𝗿𝗲𝗺𝗲𝗻𝘁 𝗱𝗶𝗳𝗳𝗲𝗿𝗲𝗻𝘁𝗹𝘆 because we understand that retirement is not a destination – it’s a journey. "Link in bio" ⬇️
linktr.ee/fundamentalwd

At Fundamental Wealth Designs, we put time and care into our process to best impact our client’s success in retirement. Our goal is to provide our clients with holistic financial guidance and strategies tailored to their unique needs and circumstances, helping them achieve financial peace of mind throughout the journey. Our team is dedicated to collaborating with our clients and helping them imple

ment their vision of retirement.

𝗜𝗳 𝘆𝗼𝘂 𝗮𝗿𝗲 𝗿𝗲𝘁𝗶𝗿𝗲𝗱 𝗼𝗿 𝗮𝗽𝗽𝗿𝗼𝗮𝗰𝗵𝗶𝗻𝗴 𝗿𝗲𝘁𝗶𝗿𝗲𝗺𝗲𝗻𝘁, we are here to help you gain financial independence in the following areas:

✔️ RETIREMENT INCOME PLANNING

✔️ TAX PLANNING

✔️ RISK MANAGEMENT

✔️ LEGACY PLANNING

✔️ INVESTMENT MANAGEMENT

You’ve worked hard for your money; now it’s time for your money to work for you. Contact Us:
https://linktr.ee/fundamentalwd
(651) 461-6151
[email protected]

07/13/2026

Some people make a workplace better simply by being themselves. 🌟

Today, we're celebrating Beth Voyles, our Client Education Coordinator, and wishing her a very happy birthday!

Beth brings warmth and a genuine commitment to helping our clients feel informed and supported. We're grateful for everything she does for our team and the people we serve.

Please join us in wishing Beth a wonderful birthday and a year filled with good health and plenty of reasons to smile! 🎉🎂

07/11/2026

For a lot of people, the 401(k) became the retirement plan by default. But is it really a complete plan?

A retirement account alone doesn’t automatically address withdrawal strategies, tax efficiency, risk exposure, or how your investments are managed when markets shift.

Billy points out that many investors are taking a closer look at how diversified, and how flexible, their retirement strategy actually is.

Catch "Retirement Designed Differently" on CBS News Minnesota, ABC 5, FOX 9, and KARE 11. Check local airtimes to tune in. 📺

07/08/2026

A beautiful couple.
A beautiful day.
And one very fun reception. ❤️🥂

We loved celebrating Kendra and Ben as they tied the knot back on June 13th. From the heartfelt moments in the ceremony to the laughter on the dance floor, it was a day to remember.

💍 Congratulations again to the newlyweds! Wishing you both a lifetime of love and adventure!

07/06/2026

Retirement doesn’t come with just one challenge… it often comes in waves. 🌊

Healthcare
Inflation
Taxes

These are the types of “hits” that can quietly impact a plan over time if they’re not accounted for early. The key isn’t avoiding them. It’s preparing for them. ✍️

For more insights like this, tune in to "Retirement Designed Differently" on CBS News Minnesota, ABC 5, FOX 9, and KARE 11. Check local listings for airtimes.

07/04/2026

250 years later, the American spirit still means something.

We hope everyone has a safe, relaxing Independence Day and gets the chance to spend some quality time with the people who matter most.

Happy Fourth of July from the Fundamental Wealth Designs team!

07/01/2026

Happy one-year work anniversary to Sam Johnson! 👏

This past year, he's been a valuable part of the Fundamental Wealth Designs team, helping clients better understand their options and bringing care and professionalism to every conversation.

Congratulations, Sam, and thank you for being part of the team! 🎉

06/29/2026

Still swinging a driver when this shot calls for a wedge? ⛳️

Retirement planning can look like that when strategy doesn't adjust with evolving needs.

Early on, growth and risk may play a bigger role. But as retirement approaches, the focus often shifts toward balance, income, and protecting what’s been built.

For more conversations like this, watch "Retirement Designed Differently" on CBS News Minnesota, ABC 5, FOX 9, and KARE 11. Check local listings for airtimes. 📺

06/25/2026

When it comes to retirement, what you keep often matters just as much as what you earn.

Tax rules, account types, and withdrawal strategies can all influence how your savings are used over time. Understanding those pieces can help bring more clarity to your retirement plan.

📘 That’s the idea behind Billy Voyles’ book, "To Roth or Not to Roth". It takes a closer look at how Roth strategies may fit into long-term retirement and tax planning.

Contact our office to request your complimentary copy. Additionally, keep a close eye out for Volume 2, coming out soon!

06/23/2026

Long-term care costs can create a much bigger retirement problem than many people realize. 🏥 💸

Not just because of the cost itself. Because of the taxes tied to how those costs may eventually get paid for.

Billy Voyles recently shared this perspective during his appearance on "The Wealth Council" on Fox Business.

When planning happens earlier, there may be more opportunities to create flexibility and improve tax efficiency later in retirement.

06/21/2026

To the dads.
The grandpas.
The coaches.
The role models.
The quiet, steady presence so many families count on every day.

Happy Father’s Day from all of us at Fundamental Wealth Designs.

Address

100 Village Center Cr. , #244
North Oaks, MN
55127

Website

https://fundamentalwd.com/, https://calendly.com/billy-fwd/explore-call, https://linktr.ee/fundamentalwd

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