Financial Strategies for Your Changing Needs

Our team has developed and refined a process to help you implement strategies to reduce the impact of income taxes on your investment assets throughout retirement.
It is a dynamic process that adjusts to your situation and the ever changing financial landscape to help you meet all of your retirement lifestyle goals.
We call it our STAR Process: Strategies to reduce Taxes on investment Assets throughout Retirement.

Peck Financial Group Joins WDS

Announcement! We are excited to announce that Peck Financial Group has joined Wealth Distribution Strategies, LLC (WDS) effective September 1st, 2023. Both companies share similar philosophies and … Read More

2023: Trivia Night for Charity FBO DAIS

WDS hosted our sixth annual Trivia Night for Charity benefiting DAIS, Domestic Abuse Intervention Services. DAIS offers an array of crisis intervention and community education/prevention programs, … Read More