HOME DEBT 65% of the debt of Americans as of 3/31/19 is mortgage debt, i.e., $10.4 trillion of mortgages out of $16.1 trillion of total household debt. (Source: Federal Reserve) RAISE … Read More
Taking a Step Towards
FINANCIAL INDEPENDENCE
Tailored Advice for
YOUR RETIREMENT
Understanding
WHAT'S IMPORTANT
FINANCIAL STRATEGIES
For Your Changing Needs
Fun facts: Week of July 8th
SIMPLER RETURN An estimated 18 million taxpayers completed Schedule A (“Itemized Deductions”) as part of their 2018 tax return, down 61% in just 1 year (from 46.5 million itemizers in 2017). The … Read More
Fun facts: Week of July 1st
JOBLESS RATE The last recession in the USA began at the end of December 2007 and lasted 18 months through June 2009. The nation’s unemployment rate as of 12/31/07 was 5.0%, climbing to 9.5% as of … Read More
Who We Are
Wealth Distribution Strategies, LLC began its journey in the fall of 2007. Al Winsand started Wealth Distribution Strategies, LLC in the fall of 2007. At that time he began teaching the Retirement Planning Today course offered through the UW-Extension. As a part of Al's business continuation … Read More
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
Our Process
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 Read More
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. Read More
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. Read More
CALL: (608) 848-2389
Wealth Distribution Strategies, LLC
110 Enterprise Drive, Ste. 103
P.O. Box 930338
Verona, WI 53593-0338
