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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.

Timing Your Retirement

Timing Your Retirement

This short video illustrates the importance of understanding sequence of returns risk.
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White Elephant Inheritance

White Elephant Inheritance

This article deals with how one might deal with a burdensome inheritance.
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Building Your Legacy

Building Your Legacy

A four-step framework for building a personal legacy.
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Estate Strategies of the Rich and Famous

Estate Strategies of the Rich and Famous

The examples of famous celebrities underline the need for a clear estate strategy.
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What to Look for in an Extended-Care Policy

What to Look for in an Extended-Care Policy

Here’s a list of 8 questions to ask that may help you better understand the costs and benefits of extended-care insurance.
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A Taxing Story: Capital Gains and Losses

A Taxing Story: Capital Gains and Losses

Understanding how capital gains are taxed may help you refine your investment strategies.
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