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Why should you call us?
You have worked hard to build your assets and protect your money in retirement. On this
call we can explore your financial concerns, answer any questions you may have, provide
solutions and discuss if our firm’s approach is a fit for your financial needs. Fill out a quick
survey and choose a date and time to book your call.
NO FEE, NO OBLIGATIONS, NO-STRINGS ATTACHED!
What Happens Now?
Exploration Survey
Fill out a quick survey to help us better understand your financial concerns, goals
& expectations.
We’ll use this information to evaluate your current situation & provide you with solutions.
Exploration Call
Choose a date & time that works for you and fill out the booking form.
You’ll receive a confirmation email with the details of our call.
Let's Talk
During our call, we’ll explore your pain points and discuss solutions for your immediate financial concerns.
We’ll give you our professional advice and feedback on how we think we can help.
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Meet The financial Advisor’s advisor
17+ Years of Experience in Retirement Planning
Billy Voyles has been in the financial and insurance business for 17 years and is licensed as a fiduciary, having 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.”
- 17+ Years Of Experiences
- Retirement Income Certified Professional (RICP)
Are You In Need of a Financial Planner? We Design Retirement Differently!
At Fundamental Wealth Designs, we put time and care into our process to best impact our client’s success in retirement. You’ve worked hard for your money; now it’s time for your money to work for you.
Why Choose Us?
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.
Analyze
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.
Design
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.
Implement
We will then implement your plan and establish the foundation for a stable retirement.
This is the most important step to reaching the retirement of your dreams.
AT FUNDAMENTAL WEALTH DESIGNS WE OFFER
Retirement planning specific to your unique circumstances....
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.
Retirement Designed Differently!
Holistic Financial Guidance & Strategies Tailored To Your Unique Needs.
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.
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.