Vista Wealth Group

Home Menu

Let's Talk

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.  To schedule an appointment, complete the form below or call:
(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.

     

    Meet the team

    Have you met our team?

    We have a wealth of experience in the financial services industry.

    Securities offered through J.W. Cole Financial, Inc. (JWC) Member FINRA/SIPC. Advisory services offered through JW Cole Advisors (JWCA). Non -Securities products and services are not offered through JWC/JWCA. Neither JWC/JWCA nor its Representatives provide or offer tax/legal advice. Vista Wealth Group and JWC/JWCA are unaffiliated entities. Registered Representatives of J.W. Cole Financial, Inc. whose identities and associations with Vista Wealth Group are disclosed on this site, may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. No information provided on this site is intended to constitute an offer to sell or a solicitation of an offer to buy shares of any security, nor shall any security be offered or sold to any person, in any jurisdiction in which such offer, solicitation, purchase, or sale would be unlawful under securities laws of such jurisdictions. Please note that not all of the investments and services mentioned may be available in every state.

    Securities offered through J.W. Cole Financial, Inc. (JWC) Member FINRA/SIPC. Advisory services offered through JW Cole Advisors (JWCA). Non -Securities products and services are not offered through JWC/JWCA. Neither JWC/JWCA nor its Representatives provide or offer tax/legal advice. Vista Wealth Group and JWC/JWCA are unaffiliated entities.

    Registered Representatives of J.W. Cole Financial, Inc. whose identities and associations with Vista Wealth Group are disclosed on this site, may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. No information provided on this site is intended to constitute an offer to sell or a solicitation of an offer to buy shares of any security, nor shall any security be offered or sold to any person, in any jurisdiction in which such offer, solicitation, purchase, or sale would be unlawful under securities laws of such jurisdictions. Please note that not all of the investments and services mentioned may be available in every state.

    Copyright © 2019 Vista Wealth Group. All rights reserved.