FAMILY MONEY Jeff Bezos is ranked #1 as the richest person in the world (worth $188 billion as of 10/08/20), but the 7 living heirs of Sam Walton (he died in 1992) are worth $239 billion. (Source: … Read More
Fun facts: Week of October 19th
LARGER LOAN On 1/02/20, the national average interest rate for a 30-year fixed rate mortgage was 3.72%, producing a $461 monthly “principal and interest” payment per $100,000 borrowed. The same $461 … Read More
Fun facts: Week of October 12th
AS LONG AS RATES STAY LOW The average interest rate that the US government pays on its interest-bearing debt as of 8/31/2020 was 1.795%, down from 2.331% as of 12/31/15. That means our government can … 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
