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Planning for retirement can be overwhelming. We get it. At Vista Financial Group, we work with you step-by-step to determine your goals so finding a path to reach them is simple and comfortable.

Our Firm

Our Firm

We are committed to offering complete objectivity and unbiased advice.

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Our Services

Our Services

We chart your path by assessing a range of investment and financial services. 

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Resources

We want out clients to be financially savvy. Browse our library to start your path to financial education.

How Insurance Deductibles Work

How Insurance Deductibles Work

Knowing how insurance deductibles work can help you save money.
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Roadmap to Retirement: Tax & Investment Strategies

Roadmap to Retirement: Tax & Investment Strategies

The journey into retirement requires a strategy. Check out these tax and investment strategies to help you grow your wealth.
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Managing the Risk of Outliving Your Money

Managing the Risk of Outliving Your Money

Steps to help you sustain and grow your retirement savings.
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The Cost of Medical Care

The Cost of Medical Care

Learn about the risks of not having health insurance in this informative article.
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Tax & Estate Strategies for Married LGBTQ+ Couples

Tax & Estate Strategies for Married LGBTQ+ Couples

Learn how to maximize your tax and estate strategy as a married member of the LGBTQ+ community.
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A Cheat Sheet for Sending Your Kid to College

A Cheat Sheet for Sending Your Kid to College

Dropping off your child is loaded with emotions; here are a few tips for a smoother experience.
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