Meeting with an advisor at Wealth Distribution Strategies, LLC is all about you, our client. It is about developing a financial strategy that will assist you in meeting your goals. Whether you are just starting out and wanting to save for a new home or child’s education;
Taking a Step Towards
FINANCIAL INDEPENDENCE
Tailored Advice for
YOUR RETIREMENT
Understanding
WHAT'S IMPORTANT
FINANCIAL STRATEGIES
For Your Changing Needs
Independent Advice
As independent financial advisors, we have access to a vast menu of investment products and solutions from a wide variety of companies to assist us in customizing an investment strategy designed to meet your unique long-term financial needs.
Events & Education
We provide several educational opportunities to further your knowledge on items related to your financial situation. Topics may include market outlook and planning for Medicare, taxes, and wills & trusts. Visit our events page for more details.
Who We Are
Wealth Distribution Strategies, LLC began its journey in the fall of 2007 when Al Winsand formed the company. At that time, Al began teaching the Retirement Planning Today course offered through the UW-Extension. As a part of Al’s business continuation plan, Jeff Lamb joined him in February of 2012.
How We Work
Meeting with an advisor at Wealth Distribution Strategies, LLC is all about you, our client. It is about developing a financial strategy that will assist you in meeting your goals. Whether you are just starting out and … Read More
Fun facts for the week of November 19th
SOUNDS LIKE A TRILLION PER YEAR The national debt as of 9/30/18 (i.e., the end of fiscal year 2018) was $21.5 trillion, up $1.3 trillion in the last year, up $4.8 trillion in the last 5 years and finally up $11.5 trillion in the last 10 years. (Source: Treasury Department) WAY OFF In January 2008, […]
Fun Facts for the week of November 12th
GET READY A 65 year old American male in 2018 is expected to live another 19.2 years (to 84.2 years old), an increase of 5 years in the last 40 years. A 65-year old American female in 2018 is expected to live another 21.6 years (to 86.6 years old), an increase of 3 years in […]
Fun Facts for the week of November 5th
OVERALL GAIN In spike of tumbling 20.5% on the single trading day of 10/19/18 (31 years ago this week), the S&P 500 gained +5.3% (total return) for the entire 1987 calendar year. The S&P 500 consists of 500 stocks chosen for market size, liquidity and industry group representation. It is a market value weighted index […]
CALL: (608) 848-2389
Wealth Distribution Strategies, LLC
110 Enterprise Drive, Ste. 103
P.O. Box 930338
Verona, WI 53593-0338
