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Aviation Professionals

Work with a Certified Financial Plannerwho understands your airlines’ retirement plans and can guide you towards less turbulence in your retirement.
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Entertainment Talent

Let us focus on your finances, so you can focus on your talent.
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Consultants

Custom solutions, tailored to you, will help lower your taxes and provide special benefits to you and your family.
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SMBs

Custom solutions to lower your risk, provide continuity and improve employee retention and retirement diversification.
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Aviation Professionals

Work with a Certified Financial Plannerwho understands your airlines’ retirement plans and can guide you towards less turbulence in your retirement.

Contact Us

Entertainment Talent

Let us focus on your finances, so you can focus on your talent.

Learn More

Consultants

Custom solutions, tailored to you, will help lower your taxes and provide special benefits to you and your family.

Learn More

SMBs

Custom solutions to lower your risk, provide continuity and improve employee retention and retirement diversification.

Learn More

Our Focus is on Your FutureTM

Vista Financial Planning Group, LLC, was founded with the goal of assisting clients in every aspect of their financial lives. We provide the most personalized service available and have developed a reputation for excellence in our industry. For each of our clients, we strive to create financial stability, security and independence.

At Vista, it important to us, that you understand the benefits of Financial Planning and the importance of working with an Independent Certified Financial Planner (CFP®). As a Certified Financial Planner, we are bound by the following standards. Please review these links, so that you understand what to expect.

Mission

Our mission is to provide state-of-the-art financial solutions.

Our Commitment

After helping clients identify goals and time horizons, we create custom client-directed plan to guide them towards their goals in the shortest amount of time striving for the lowest cost and highest risk-adjusted return.

Our Principle

Our company is based on the principle that education and understanding of one’s current financial situation is vital to successfully make prudent decisions concerning one’s future financial condition.

If you have any questions about your current financial situation or wish to schedule an appointment, send us an email or give us a call at 360-256-7710.

Vista Financial Planning Group, LLC

*Securities offered through SCF Securities, Inc. – Member FINRA/SIPC Investment Advisory Services offered through SCF Investment Advisors, Inc. 10150 Meanley Drive, First Floor, San Diego, CA 92131 • (800) 955-2517 • Fax (559) 456-6109. SCF Securities, Inc. and Vista Financial Planning Group, LLC are not affiliated.

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