Wishing you a Thanksgiving filled with ?????? ?????? ???????? ?????????????? shared with family and friends. ???? As we gather around the table, let’s take a moment to reflect on our blessings and the people who make our lives special. May your day be as wonderful as the love that surrounds you. ?????????? ????????????????????????! ?? #Thanksgiving #Thankful #Gratitude
Fundamental Wealth Designs
金融服务
North Oaks，Minnesota 57 位关注者
Retirement Designed ???????????????????????.
关于我们
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 and make it a reality. ???? ?????? ?????? ?????????????? ???? ?????????????????????? ????????????????????, 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] DISCLOSURE Investment advisory services offered through Foundations Investment Advisors, LLC (“Foundations”), an SEC registered investment adviser. Nothing on this website constitutes investment, legal or tax advice, nor that any performance data or any recommendation that any particular security, portfolio of securities, transaction, investment or planning strategy is suitable for any specific person. Personal investment advice can only be rendered after the engagement of Foundations, execution of required documentation, and receipt of required disclosures. Investments in securities involve the risk of loss. Any past performance is no guarantee of future results. Advisory services are only offered to clients or prospective clients where Foundations and its advisors are properly licensed or exempted. For more information, please go to https://adviserinfo.sec.gov and search by our firm name or by our CRD #175083.
- 网站
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www.fundamentalwd.com
Fundamental Wealth Designs的外部链接
- 所属行业
- 金融服务
- 规模
- 2-10 人
- 总部
- North Oaks，Minnesota
- 类型
- 个体经营
- 领域
- Retirement Income Planning、Tax Planning、Legacy Planning、Investment Management、Risk Management、401k Rollovers、Annuities、Life Insurance、Long-Term Care 、Pensions、IUL、Roth Conversions、IRA Rollovers和Roth IRAs
地点
Fundamental Wealth Designs员工
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Billy Voyles MBA RICP
Founder of Fundamental Wealth Designs??Retirement Income Strategies | Tax Planning | Risk Management | Legacy Planning | Investment Management
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Kendra Ryder
Director Of Marketing and Client Engagement with Fundamental Wealth Designs
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Lynn Klesmit
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Gavin Brown, CFP?
Financial Advsior
动态
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At Fundamental Wealth Designs, we specialize in ?????????????????? ?????? ???????????????? to help you navigate the complexities of your taxes with ????????????????????. ?? Our goal is to ???????????????? ???????? ?????? ???????????? and maximize your financial future by helping you make smart, informed decisions today. With ?????????? "???? ????????" right now, there's never been a better time to take action! By planning ahead and paying taxes now, you can take advantage of current rates and set yourself up for ?????????????? ?????????????????? ???????????????? in the years to come. Let’s work together to ensure you keep more of what you've earned. Call us today at ??????-??????-????????! ?? #retirementplanning #financialservices #taxplanning
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It's nearing the season of giving, so Fundamental Wealth Designs is here to help! If you know someone looking to build a solid foundation for their future, ?????????? ???????? and together, let's help them achieve their goals! ?? ????????'?? ?????? ???? ??????????: ?? Recommend Fundamental Wealth Designs to a friend or family member interested in financial planning. ?? If they become a client, you can choose between a $100 gift card or a donation of $250 to the charity of YOUR CHOICE in your name! ????'?? ?? ??????-??????-?????? ??????????????????! Your loved ones get experienced financial guidance, you get a nice thank you for lending a helping hand, and Fundamental Wealth Designs gets to give back to the community we care so much about. ?? Ready to share the wealth? Call us at ??????-??????-???????? or email us at [email protected] for more information! #referralprogram #givingback #financialplanning * * * * Investment advisory services offered through Foundations Investment Advisors LLC an SEC-registered investment adviser and please contact us for mandatory guidelines that must be followed in order to participate in this program.
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?????????? ???????????????? ?????? from all of us at Fundamental Wealth Designs. We honor and thank the brave men, women, and their families who have served our country with courage and dedication. Your ?????????????????? ?????? ???????????????????? inspire us every day. ???? #veteransday #honorservice #retirementplanning
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?????? ???? ?????? ???????????????? ???????? ????????????????????? ?? Our mission is to help you turn your dreams into reality. We'll work together to create a personalized retirement plan that aligns with your lifestyle and goals. Call us today at ??????-??????-???????? to learn how we can help! And be sure to tune in to ???????????????????? ???????????????? ?????????????????????? on KSTP ABC every Sunday at 5:30 AM! ?? #financialtv #retirehappy #retirementplanning
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?????????????????? ???? ?? ?????????????? ?????????????????? when Billy took on the role of The Sultan with the Genie was by his side! ??♂? ?? Wishing you all a safe and spooky Halloween filled with ???????? ???? ???????????? ?????? ???? ????????????! Let's ?????????????? ?????? ???????????? ???? ?????? ???????????? and have some fun! ?? #halloween #holidayfun #spookyszn
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???????????????? ?????????????? ?????????????????????????? (????????): A timely reminder from the IRS. ?? For years, you've been able to defer taxes on your retirement savings. But once you reach a certain age (?????????????????? ????), the IRS requires you to start withdrawing a portion of your funds each year—known as your RMD. Don't let unexpected tax bills disrupt your retirement plans. Our ?????????????????????????? ?????????????????? ???????????????? ???????????????? helps you proactively address RMDs and create a sustainable retirement income strategy. ?? ?? Give us a call at ??????-??????-???????? or see our ???????? ???? ?????? ???????????????? ?????????? to schedule a visit! #RMDs #financialeducation #retirementplanning
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???????? ?????????????????? ?????????? ?????? ?????? ????? During your working years, you're in the ???????????????????????? ??????????, a time to build and grow your assets, laying the foundation for your future. ?? As you enter retirement, you transition into the ???????????????????????? ??????????. This is when you begin to enjoy the fruits of your labor, withdrawing from your portfolio to support your lifestyle.???? Ready to learn about these phases? ?????? ???????? ???????? ???????? ???? ?????? ???????? ??????????! ?? (link in the comments below) #bookpromotion #goodreading #financialcoach
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?????????? ???????????????? to our "Retirement Tailor," Gavin Brown! ?? ?? Gavin has a passion for helping individuals ???????? ?????? ?????????????? ???????????????????? ????????, just like finding the perfect shirt. ?? When he's not tailoring retirement plans, he's ???????????????? ?????????????? ???????? ???????? ?????? ????????????, exploring the outdoors, and indulging in the occasional sweet treat. ?? Wishing you a wonderful birthday, Gavin! ????'???? ???????????????? ???? ???????? ?????? ???? ?????? ?????? ????????! ?? #happybirthday #teamspotlight #financialplanning
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Our Director of Operations, Kendra Jensen, caught up with some friends and enjoyed a night out. Here at Fundamental Wealth Designs, we know a happy team is a productive team! That's why we strongly encourage a ?????????????? ????????-???????? ??????????????. ?? Recharging and ???????????? ???????? ?????? ???????????????? is essential to putting your best foot forward - translating to ???????????? ?????????????? ?????? ?????????????? ?????????? for our valued clients! ??! #girlsnight #teamspotlight #worklifebalance
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