Reviews for Wealth Distribution Strategies, LLC

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Nov 2020
Jeff lamb and Lucas Marty are real pros. I'm impressed by the vast knowledge they have, but more impressed with their ability to listen to your goals and understand your needs to design a portfolio that fits your unique situation.
Nov 2019
Our WDS team and the services they provide have exceeded our expectations. We are confident they will help us achieve financial independence.

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From Wealth Distribution Strategies, LLC

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 your retirement lifestyle goals. We call it our STAR Process: Strategies to reduce Taxes on investment Assets throughout Retirement. Contact us today to start financial planning!