We analyze our clients' insurance policies, including life disability, and property & casualty insurance. Vista often teams up with other insurance advisors to ensure our client's risks are properly managed.

Maintaining the appropriate level of life insurance is an often overlooked component of the wealth management planning process. At Vista Wealth Management ("Vista") we realize that suitable insurance coverage may become critical at a moment's notice. This is why we provide clients with a thorough life insurance analysis and monitoring service that is tightly coordinated with our comprehensive estate planning program. Vista leverages our understanding of each client's estate and tax strategies to assist them in evaluating current policies and selecting the most appropriate insurance levels, products, or services.

Vista maintains its objectivity while analyzing a client's insurance coverage. Through our relationship with VWM Insurance Services LLC we are able to access offerings from nearly every major insurance company. We prefer to work with only those companies earning a COMDEX rating of 90% or better. This standard provides our clients with the added satisfaction of knowing that they are working with only the top 10% of insurance companies.