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Investment Planning

Properly allocating resources to different goals and time frames, all aligned with the investor’s capacity to accept risk, is the basis for proper investment selection.

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Vista Financial Planning Group, LLC

*Securities offered through SCF Securities, Inc. – Member FINRA/SIPC Investment Advisory Services offered through SCF Investment Advisors, Inc. 155 E Shaw Ave. Suite 102, Fresno, CA 93710 • (800) 955-2517 • Fax (559) 456-6109. SCF Securities, Inc. and Vista Financial Planning Group, LLC are not affiliated.

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