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 WDS Olympics

Our team had a blast at our annual WDS Olympics, where the WDS team went head to head in a series of fun & competitive games. There was plenty of laughter, teamwork, & a little friendly … 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