Fundamental Wealth Designs

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

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.

?????????? ???????????????? ?????? 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

?????? ???? ?????? ???????????????? ???????? ????????????????????? ?? 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

?????????????????? ???? ?? ?????????????? ?????????????????? 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

???????????????? ?????????????? ?????????????????????????? (????????): 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

???????? ?????????????????? ?????????? ?????? ?????? ????? 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

?????????? ???????????????? 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

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

Step #3 to crafting your ideal retirement—???????????? ?????? ???????????? ??????! ?? If pensions and Social Security aren't enough to cover your needs and wants for retirement, we're here to ???????? ?????? ???????? ???????? ??????????????! From annuities to stock investments, there are many ways to ensure you can live retirement to the fullest! ?? Ready to learn more about securing your financial future? ?????? ???????? ???????? of Billy's book today! ?? (???????? ???? ?????? ???????????????? ?????????? ) #bookpromotion #goodreading #financialcoach