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.

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.

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Newsletters

Unpacking the Real Limitations on Unlimited PTO

The prospect of unlimited paid time off may be appealing, but there are also some potential pitfalls to consider.

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Surprise! It’s Retirement Time

Considering some important issues now could provide more options in the event of early retirement.

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Are You Prepared for the High Cost of Dying?

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

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Life Insurance for Two

Survivorship life insurance may be a cost-effective coverage solution for older couples or business partners.

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Calculators

Cash Flow Analysis

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

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

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