Our VISTA Process
We have developed and refined a proprietary formula called the VISTA Process which is designed to give you full visibility and eliminate blind spots. Our VISTA Process provides you clarity and peace of mind.
The VISTA Process is a comprehensive approach to financial planning that integrates wealth management with risk and debt management, tax planning, estate planning, and philanthropy. Our objective is to create a customized plan that encompasses all aspectsof your financial life, enabling you to make informed decisions as circumstances change. Our risk management strategies are designedto cover all potential outcomes, with ongoing monitoring and adjustments to ensure your plan stays on track. As an independent firm,we are not obliged to sell proprietary products or services and only offer investments we believe are in your best interest.We operate on a fee basis, ensuring our interests are aligned with yours. Additionally, Jeff is an Accredited Investment Fiduciary, legally obligated to act in the best interests of our clients. A vital aspect of the VISTA Process is working with your CPA, attorney, and other professionals to develop a complete and sustainable plan for growing, protecting, and transferring your wealth, ensuring you reach your full potential for financial independence.
Founder - Managing Director
Senior Client Experience Specialist
Director of Operations
Managing Director, Advisor Services
Director of Business Development
Director of IT
Managing Director, Investments & Advisory Solutions
Chief Compliance Officer
Managing Director, Human Resources
- Robert Kiyosaki