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Vista 58

Is a holistic Financial Planning program offered exclusively to our clients aged 58 and older of Vista Partners. The goal of the program is to provide you a clearly defined financial road map. Through this program, we will assist you in charting a course of action to pursue your “retirement vista.”


As you approach retirement, there are many factors to consider:

• Retirement Age and Longevity

• Social Security Strategy

• Pension Income

• Retirement Income Strategy

• Sustainable Spending Budget

• Tax Strategies

• Medicare

• Health Care Cost Analysis

• Long –Term Care

• Legacy/Estate Planning