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 comprehensiveapproach to financial planning that integrateswealth management with risk and debtmanagement, tax planning, estate planning,and philanthropy. Our objective is to create acustomized plan that encompasses all aspectsof your financial life, enabling you to makeinformed decisions as circumstances change.Our risk management strategies are designedto cover all potential outcomes, with ongoingmonitoring and adjustments to ensure yourplan stays on track. As an independent firm,we are not obliged to sell proprietary productsor services and only offer investments webelieve are in your best interest.
We operate on a fee basis, ensuring our interests are aligned with yours. Additionally, Jeffis an Accredited Investment Fiduciary, legally obligated to act in the best interests of ourclients. A vital aspect of the VISTA Process is working with your CPA, attorney, and otherprofessionals to develop a complete and sustainable plan for growing, protecting, andtransferring your wealth, ensuring you reach your full potential for financial independence.