- Encompasses all planning areas
- Both Business and Personal, as needed
- Defining goals and objectives
- Establishes specific investment and tax strategies
*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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