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Vista Wealth Group

Omaha Branch

11235 Davenport St  Ste 109
Omaha, NE 68154

Logan, IA Branch

312 E 7th St
Logan, IA 51546

Phone:

402-339-4800 (NE & IA)

Our Services

We'll start with the big picture, work to understand your needs and then create a tailored plan just for you.

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Vista View

Monitor Your Financial Health With eMoney Planning Software.

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Contact Us

Please feel free to contact us with any questions.

Contact Us

Welcome to Vista Wealth Group!

We are financial advisors located in Omaha, Nebraska and Logan, Iowa. Our advisors are focused on holistic wealth management encompassing custom retirement income plans, wealth building and asset protection. 

Our aim is to create a collaborative partnership, prioritizing personal connections and understanding your unique financial goals. To highlight our commitment, we provide complimentary initial consultations, allowing you to discover how we can support your financial journey without any obligation. Let's work together to bring your financial goals insight.

Are You Prepared for the High Cost of Dying?

Describes financial burdens associated with end-of-life care and funerals.

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Beneficiary Designations: Who Gets the Money?

It’s a good idea to regularly review beneficiary designations to be sure they are complete and reflect current wishes.

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Cash Balance Plans Help Some Business Owners Supersize Retirement Savings

These plans have generous contribution limits that increase with age, which may allow high-income business owners to catch up on retirement savings and significantly reduce their taxable incomes.

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Navigating Medicare Open Enrollment

Reviews annual enrollment dates and options for Medicare participants.

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Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck