Fundamental Wealth Designs

Home
United States
North Oaks, MN
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]

09/04/2026

Social Security benefits may not be as tax-free as many people expect...

The way retirement income is organized can influence how much of those benefits may be subject to taxes. That's one reason retirement planning often looks beyond account balances and considers how income is drawn from different sources.

💡 This week's tip: Understanding the tax side of Social Security can be just as important as knowing when to claim benefits.

09/02/2026

Some surprises stay with you forever.

In January, Ben surprised Kendra with a trip to New York and tickets to see Hamilton on Broadway, a show that had been sitting at the very top of her bucket list. 🎭

The city. The show. The surprise. Most of all, the people who made it happen.

Safe to say this is one memory that isn't going anywhere anytime soon. 💙

08/31/2026

Retirement income doesn't have to be one-size-fits-all.

Some people prefer the consistency of a monthly "paycheck".

Others like the flexibility of planning for larger expenses as they come up throughout the year.

The best approach is the one that reflects your lifestyle and the way you naturally spend. 🫵

That's why retirement planning is personal. Your income strategy should be, too.

08/28/2026

Before backpacks replace beach towels... ☀️

Here's to one more ice cream run.
One more evening outside.
One more memory together.

We love seeing moments like this with Lindsey and Cody enjoying the final stretch of summer.

We hope you're making the most of these last sunny days, too! 💙

08/26/2026

👫 Social Security planning doesn't always stop with one person.

The timing of one spouse's benefits can affect the other through survivor benefits and the total income available throughout retirement. That's why it can be helpful to step back and look at the household as a whole instead of focusing on each benefit separately.

This week's tip is a reminder that Social Security isn't always about maximizing one monthly payment. Often, it's about understanding how both benefits work together over time.

08/24/2026

Saving for retirement is one habit. 💵

Living off your retirement savings is another. 📬

For many people, that's the hardest part of the journey.

After years of watching account balances grow, seeing them begin to decline, even as part of a well-thought-out plan, can feel unsettling.

That's why retirement planning isn't only about numbers. It's also about helping people feel confident enough to enjoy the life they've spent years preparing for.

08/21/2026

We've been getting out of the office lately, and we've had a pretty great time doing it. 🙌

Over the past month, we've cheered on the Loons, welcomed new clients at our Open House, and enjoyed a night of live music at the John Mellencamp concert.

These events are always fun, but what we enjoy most is getting the chance to spend time with our clients beyond the conversations that happen around a conference table.

🙏 Thank you to everyone who joined us over the past month. We loved spending time with you, and we're already looking forward to the next outing!

08/19/2026

Every Minnesotan should know their way around a boat, and every Captain needs a trusty first mate. 🐾 🚤

There's nothing quite like a summer afternoon on the lake, especially when your best fishing buddy has four paws.

We hope you're enjoying every chance you get to unplug and make the most of the season. ☀️

08/17/2026

Time for another Tip of the Week!

Your portfolio doesn't stay the same...
..even if you never touch it.

As markets move, your investment mix can gradually shift, sometimes leaving you with more risk than you planned for.

⚖️ That's why rebalancing is an important part of long-term investing. It helps keep your portfolio aligned with your goals instead of letting the market make those decisions for you.

08/14/2026

💬 Most retirement conversations don't start with the real concern...

People might talk about the market, taxes, Social Security, or healthcare, but what they're often looking for is confidence.

Confidence that the years they've worked so hard for will allow them to enjoy retirement, care for the people they love, and face the future with fewer unknowns.

That's the heart of what we discuss on "Retirement Designed Differently". Watch on CBS News Minnesota, ABC 5, FOX 9, and KARE 11. Check local listings for air times. 📺

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

Alerts

Be the first to know and let us send you an email when Fundamental Wealth Designs posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Fundamental Wealth Designs: