Vista Wealth Group
Schedule a visit with our financial advisors in Logan, IA or Omaha, NE.
Our process is all about you and your goals. The first step is to meet face to face and get to know one another. The most important objective of this meeting is to answer your questions and for our advisor to understand your goals. Once we have a clear understanding of your situation, we will outline the options and discuss costs.
402-339-4800 (Omaha, NE)
712-644-2710 (Logan, IA)
What to Expect - Initial Call:
An advisor will contact you to make a brief introduction, schedule a time to meet, and talk about what to bring.
What to Bring - First Meeting
A list of any questions or concerns
Investment statements (IRAs, Brokerage, CDs, 401(k), etc)
Life insurance and annuity statements
Any other paperwork that might help us understand your situation more fully.
What to Expect - First Meeting
Friendly conversation to get to know one another
Frank discussion of your goals and objectives
Plenty of time to ask questions and address concerns
Plain explanation of our services and estimated expenses
Set follow up appointment to discuss recommendations
There is no cost for our initial consultation. Any costs will be well explained before we start working for you.
