Fundamental Wealth Designs

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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 implement 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]

10/22/2026

🎊 Happy Birthday to our Client Service Specialist, Sam Johnson!

A Stillwater native and proud Eagle Scout, Sam is someone who brings plenty of determination to whatever he's doing. When he's away from the office, there's a good chance you'll find him golfing, out for a run, or making time to visit his seven nieces and nephews.

We appreciate the energy and hard work Sam brings to the FWD team, and we're glad to have him with us. 👏

Enjoy your day, Sam, we hope it's a great one!

10/20/2026

A lot can change in a year...

Your favorite restaurant might raise its prices. Your insurance premiums might change. Even your Medicare prescription drug plan can look different than it did last year. 💊

The Tip of the Week explains why reviewing your coverage during Open Enrollment is worth putting on the calendar.

Even if your prescriptions haven't changed, your plan might have. A quick review today could help you avoid surprises down the road. 🔍

If you'd like help comparing your options, visit the link in our bio to connect with our team.

10/16/2026

There's a difference between getting guidance and giving up control.

Working with a financial advisor shouldn't mean someone else suddenly gets to make the decisions. The role of an advisor is to help bring clarity to the choices ahead in order to provide perspective, and keep the plan moving toward what matters to the client.

Billy digs into that relationship in this clip from "Retirement Designed Differently".

📺 Watch the show on CBS News Minnesota, ABC 5, FOX 9, and KARE 11. Check local listings for airtimes.

10/14/2026

Please help us wish a very Happy Birthday to our Client Experience Specialist, Mary Rose Turner! 🎂

Mary Rose has spent much of her career caring for and supporting others, and that same thoughtful spirit comes through in the way she works with our clients today.

We hope the birthday celebrations include some family time, a little fun, and maybe even a round of golf.

Happy Birthday from all of us at Fundamental Wealth Designs! 🎉

10/12/2026

Someone officially made it to double digits! 🎉

Happy 10th Birthday to Billy's oldest, Bo!

We hope the day includes plenty of fun and maybe even a few more s'mores.

All of us at Fundamental Wealth Designs hope you have an awesome birthday, Bo! 🥳

10/10/2026

Some of life's greatest accomplishments aren't measured in years alone, but in the memories created along the way.

Today, we're celebrating Billy and Lindsey as they mark another wedding anniversary. ❤️

Together, they've built a wonderful family, shared countless adventures, and created a life centered around the people and moments that matter most. It's a joy to celebrate this milestone with them.

Please join all of us at Fundamental Wealth Designs in wishing Billy and Lindsey a very Happy Anniversary!

10/07/2026

Not every team meeting comes with this much glue. 😂

The Fall Senior Expos are coming up, which means our team had a little prep work to tackle first.

So we pulled up some chairs and turned it into a team effort. It may not be the most glamorous part of event prep, but throw enough people around a table and even a big stack of materials goes pretty quickly.

Many hands really do make light work. Nice job, team! 👏

10/05/2026

Choosing a Medicare plan isn't just about today's medical needs...

It's also about understanding what your options may look like in the years ahead. 🩺

The Tip of the Week is that healthcare needs can change throughout retirement, which is why it's important to review your coverage regularly and understand how today's decision could affect tomorrow's flexibility.

The goal isn't simply choosing a plan. It's choosing with a long-term perspective.

10/02/2026

A return visit, but from a very different seat this time. 🎤

Billy recently had the opportunity to head back to Allianz, his former workplace, as a guest for an all-employee town hall.

He took part in a panel conversation about his journey since leaving, the growth of Fundamental Wealth Designs, and the partnership that continues today.

Pretty cool to see a chapter from earlier in Billy’s career connect with where he is now.

🙌 Thank you to Allianz for inviting him back and for hosting such a meaningful conversation!

09/30/2026

A good retirement plan doesn't begin with charts... 📊

It begins with a conversation. 💬

Getting to know your goals, understanding where you are today, and building a plan that reflects the life you want to live are all part of the process.

Every retirement is different, and we believe your plan should be too.

If you're ready to start designing your retirement with purpose, we'd love to connect.
📞 651-461-6151

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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