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.

Upcoming Events

November Community Service Event

Wealth Distribution Strategies has charity as one of the five pillars of our mission statement. This year, we partnered with The Verona Senior Center and raked leaves at 14 houses for seniors in need. … Read More

Cybersecurity Awareness

Cybersecurity Awareness Ileana van der Linde, Executive Director, Cyber Advisory®, ChFC® from J.P. Morgan Asset & Wealth Management, discussed 10 key cyber safety Tips: Create separate email … Read More