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.

2025 Year in Review

As we look back on 2025, we’re incredibly grateful for a year filled with growth, connection, and a whole lot of fun. From welcoming new clients to continuing relationships with those who’ve been with … Read More

2025 November Supply Drive

Our Holiday Supply Drive Was a Huge Success, Thanks to You! We’re excited to share that our annual supply drive has officially wrapped up, and it was an incredible success thanks to the generosity … Read More

John Augustin & Associates, LLC Joins WDS

We are excited to announce that John Augustin and Associates, LLC has joined Wealth Distribution Strategies, LLC (WDS). Both companies share the same values and client-first philosophy. And John, and … Read More