RETIREMENT DESIGNED

Differently.

TAKING THE FIRST STEP TO A

Solid Foundation

At Fundamental Wealth Designs, we believe a successful retirement begins with doing the fundamentals well.

“Fundamental” has its roots in the Latin word fundamentum, which means “foundation.” So if something is fundamental, it is a key point or underlying issue — the foundation, if you will — that the thing is built upon.

With a solid foundation, you can rest easy knowing that you’re prepared to face any surprises that life may throw your way throughout retirement.

OUR PURPOSE AND EXPERIENCE HELP YOU

Stand on Solid Ground

For over a decade, Billy Voyles worked in an executive role in the financial industry. With an educational background in finances and marketing, he is well-equipped to help you start your journey to retirement. Billy learned grit and ambition from an early age, beginning a paper route at 12 and continuing odd jobs until college. It was there, while working in the restaurant industry that a friend introduced him to finances. At the peak of his career, Billy traveled 30-40 weeks per year to speak, coach, and advise advisors on how to run/grow their businesses. It was a serendipitous meeting with a stranger looking for a financial advisor that would change the course of Billy’s career. Billy answered the man’s questions and realized that he could use his accumulated knowledge to help people like him.

With an aptitude for financial philosophies, and an entrepreneurial spirit, Billy embarked on a new journey of launching his practice, Fundamental Wealth Designs. Billy witnessed the value of planning for a secure retirement in his parents’ lives as his father’s health deteriorated in his latter years. Although their retirement plans have altered, their foundation has not, and it has been critical to maintaining peace of mind in the face of life’s ups and downs. His parents aren’t going to have their dream retirement, but they can still make the most of it because they built the groundwork.

Billy’s life experiences have taught him to view retirement differently. As a result, Billy is dedicated to offering honest, reliable guidance to our clients in order to empower them to build a sturdy foundation for retirement. At Fundamental Wealth Designs, we believe that a successful retirement means being prepared for anything life throws at you.

RETIREMENT DESIGNED

Differently

We do retirement differently because we understand that retirement is not a destination but a journey. 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 that journey.

Having advised advisors for years on how best to lead their clients, Billy has a wealth of knowledge about the financial industry and is dedicated to collaborating with his clients to help them implement their vision of retirement and make it a reality.

You’ve worked hard for your money;
now it’s time for your money to work for you.

DELIBERATELY DESIGNING YOUR FUTURE

From the Ground Up

At Fundamental Wealth Designs, we put time and care into our process to best impact our client’s success in retirement. As a holistic practice, we focus on helping individuals develop sound retirement strategies. If you are retired or approaching retirement, we are here to help you gain financial independence by designing a plan to fit your lifestyle.

We start with a foundation meeting. We want to build relationships with our clients, getting to know about your career and retirement goals so that we can collectively design your foundation and future.

We will give you an analysis by taking a deep dive into your taxes and investments and getting a measure of your risk tolerance. We will also analyze your current investments to uncover diversification, fees, and risks.

We will holistically design a custom plan based on your needs. Our team of CFPs will create a written income plan, tax plan, and legacy plan specific to your unique circumstances.

We will then implement your plan and establish the foundation for a stable retirement, the most important step to reaching the retirement of your dreams.

I started Fundamental Wealth Designs as an opportunity to provide a “Retirement Designed Differently”

BILLY VOYLES

Founder and President

Billy Voyles is the founder of Fundamental Wealth Designs. He has been in the financial and insurance business for 17 years and is incredibly knowledgeable, having obtained both his BBA in marketing and an MBA in finance from Eastern Michigan University.

Billy is licensed as a fiduciary and has passed securities examinations 6, 26, 63, and 65. He has also earned the Retirement Income Certified Professional, RICP designation from the American College.

Billy has spent his career advising advisors before starting Fundamental Wealth Designs to help fill a gap in what he believed was an opportunity to provide a “Retirement Designed Differently.”

Billy Voyles resides in Stillwater and enjoys spending time with his family – wife Lindsey and their four children Bo, Sunny, JJ and Cody – as well as leisurely activities such as golfing, fishing or enjoying time at their cabin in Spooner, WI.

KENDRA JENSEN

Director of Marketing and Operations

As an Operations & Marketing Director at Fundamental Wealth Designs, LLC, Kendra Jensen understands the importance of building strong relationships with clients. With years of experience in the industry, Kendra knows that trust and communication are at the heart of any successful business relationship. Kendra’s approach to relationship building is rooted in her commitment to providing exceptional service. What sets her apart as an Operations & Marketing Director is Kendra’s focus on building relationships that go beyond the transactional.

Kendra Jensen lives in the north metro with her adventurous black lab and spends her free time running, reading, and trying new restaurants with friends and family. As a Minnesota native, Kendra spends all four seasons exploring the state and enjoying the many sights it has to offer.

Kendra holds a bachelor’s degree from Winona State University in Public Relations and has been in the financial industry for over 5 years.

Trust and communication are at the heart of any successful business relationship

Lynn Klesmit

LYNN KLESMIT

Client Experience Specialist

Lynn Klesmit is naturally a “people person” who thrives on building relationships. Lynn began her formal education at the University of Minnesota with a focus in Elementary Education and then moved to the University of St. Catherine’s where she obtained a Bachelor of Arts degree in Communications. Lynn’s professional career developed in Minneapolis with some of the cornerstone businesses such as Honeywell, Carlson Wagonlit Travel, Diageo/Pillsbury, General Mills and USBank. All of which had global business footprints expanding her relationship boarders, diversity understanding and overall network. Lynn was fortunate to “make a difference” in the non-profit sector with Cystic Fibrosis Foundation and Smile Network International.

Lynn is a trained IT project manager shepherding projects from inception to services production. Those skills lead Lynn into industries such as telecommunications, conferencing services and event management. Included were the intertwined management skills in financial budgeting, team leadership and acting as a vendor liaison. For Lynn, “success” is always about the relationship: expectations & deliverables from the people/stockholder perspective. Lynn finds her energy in team and cross-functional collaboration. Lynn is a continuous learner and loves to try new things & explore technologies.

On the weekends, Lynn enjoys travel, being outside, time at the Minneapolis Farmer’s market or moments relaxing at the Lake to enjoy Minnesota at “It’s 4 seasonal best”!