Services

Needs Based Strategies

  • IRA funding/Rollovers
  • Retirement Planning
  • Exit & Succession Planning
  • Passing on the Family Business
  • Estate Conservation
  • Executive Benefits
    • Life Insurance
    • Long Term Disability
    • Long Term Care
  • Legacy Planning
  • Charitable Giving

Please use our Web site as a resource, and do not hesitate to contact me for additional information or to schedule a meeting. Thank you for your interest.

 

*Scott Scheer, a financial Adviser offering investment advisory services through Eagle Strategies, LLC, a Registered Investment Adviser, a wholly owned subsidiary of New York Life Insurance Company.

Scott Scheer is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the state of Wisconsin. No insurance business may be conducted outside this state referenced.

Scott Scheer is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency. In this regard, this communication is strictly intended for individuals residing in the state of Wisconsin. No offers may be made or accepted from any resident outside the specific state referenced.

Vista Financial Strategies, LLC is not owned or operated by NYLIFE Securities LLC, or its affiliates.

Scott Scheer is also separately registered as an investment adviser representative, under Eagle Strategies LLC, a Registered Investment Adviser, offering advisory services in the state of Wisconsin. As such, these services are strictly intended for individuals residing in Wisconsin.

Neither Vista Financial Strategies, LLC, its employees nor NYLIFE Securities LLC or its subsidiaries render tax, legal or accounting advice. Please consult your professional advisers regarding your particular situation.