Vista Financial was created to give individual representation to clients who seek the true understanding and benefits of Retirement Asset Protection and Estate Planning. With his past experience as a Wall Street Trader and the fact that he is both securities licensed and insurance licensed CEO Gregory C. Boles has a wide vantage point and ability to apply the techniques and strategies that meet the client’s objectives. Conditioning has made people trust the institution instead of understanding clearly how important specialized professional representation is to enabling them to benefit from proper financial positioning.

Vista Financial speaks about Identity, Psychological Barriers, Overexposure to Market Volatility, Confronting Your Challenges in this New Era and making the changes that you should have made already. The uncertainty of the next 10 to 20 years could have devastating effects on “mature wealth” that is improperly positioned.