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 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]

10/05/2026

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

09/29/2026

Something new is taking shape in Minnetonka. 👀

We're excited to share a first look inside the newest Fundamental Wealth Designs office, currently under construction and slated to open in mid to late October!

This additional location will allow our team to better serve clients and families throughout the west metro while bringing the FWD experience a little closer to home for many in our community.

As you can see, there's still some work to do, but we're looking forward to watching this space come together over the next several weeks.

Stay tuned. We'll be sharing more updates as we get closer to opening the doors! 🛠️

09/28/2026

Time for another Tip of the Week!

RMDs may not seem urgent... until they're right around the corner. 👀

Once Required Minimum Distributions begin, they can change the way retirement income is taxed and may affect the bigger financial picture.

Planning ahead can create more flexibility than waiting until withdrawals become mandatory.

Questions about RMDs? Give us a call at 651-461-6151. We'd be happy to talk through your options. 👋

09/25/2026

It's time to celebrate one of our own! 🎉

Happy Birthday to Kendra Jensen!

We're incredibly thankful for everything Kendra brings to Fundamental Wealth Designs. Her creativity and hard work help make our team stronger every day.

We hope your day is filled with great company and a little time to celebrate. Happy Birthday, Kendra! 🎂

09/23/2026

What if ROI means something completely different once you retire?

📊 For years, the focus is usually on growing your accounts. Bigger balance. Better returns.

Then retirement arrives.

The conversations we hear most often aren't about outperforming a benchmark. They're about taking the family trip. Visiting the grandkids more often. Feeling comfortable spending money after years of saving it.

At that point, ROI starts to mean something else: Reliability of Income.

Catch more conversations like this on "Retirement Designed Differently". Check local air times on CBS News Minnesota, ABC 5, FOX 9, and KARE 11. 📺

09/21/2026

Many people expect their taxes to go down once they retire...

In reality, that's not always how it works.

As retirement progresses, new income sources can enter the picture. Required Minimum Distributions, Social Security, and investment income may all contribute to your overall tax situation, making it worth revisiting your strategy over time.

💡 This Tip of the Week is a reminder that tax planning isn't something to think about only once. Reviewing opportunities along the way, such as partial Roth conversions when appropriate, may help create greater tax efficiency throughout retirement.

09/18/2026

Ask a room full of retirees what topic they'd like to learn more about, and taxes usually make the list.

Why? 🤷

Because much of their retirement savings may be sitting in tax-deferred accounts.

For years, the focus is often on saving. As retirement gets closer, people start asking a different question:

"What happens when it's time to take the money out?" 🤔

That's where tax planning becomes part of the conversation.

09/16/2026

The future's looking pretty bright... 😎☀️

Billy and Cody seem to have the right idea: smile big, enjoy the sunshine, make time for family, and don't forget the shades.

Here's to soaking up these last days of summer and making memories that will last long after the season is over.

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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