Vista Financial Planning

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Financial Planning Consultants, Financial Planners, Investment Advisory Service

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Today: 9:00 am - 5:00 pm

Tomorrow: 9:00 am - 5:00 pm

(708) 445-8747Call Visit WebsiteVisit Website Map & DirectionsDirections101 N Marion St Ste 306Oak Park, IL 60301 Write a ReviewWrite Review

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Mon - Fri:	9:00 am - 5:00 pm

Places Near Oak Park with Financial Planning Consultants

Maywood (3 miles)
Melrose Park (5 miles)
Berwyn (5 miles)
Cicero (6 miles)
Elmhurst (11 miles)
Oak Brook (12 miles)
Chicago (13 miles)
Bensenville (14 miles)
Park Ridge (14 miles)
Hinsdale (15 miles)

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Email: Email Business
Other Link: http://www.vistafp.com
Categories: Financial Planning Consultants, Financial Planners, Investment Advisory Service, Investment Management, Mutual Funds, Retirement Planning Services, Tax Return Preparation, Taxes-Consultants & Representatives

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Details

Phone: (708) 445-8747

Address: 101 N Marion St Ste 306, Oak Park, IL 60301

Website: http://www.vistafp.com

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Vista Financial Planning

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Tax Services
Westlake Advisors is an independent, fee-only financial advisory firm. I provide comprehensive financial planning services including sound advice on the topics of investments, retirement and estate planning, insurance, and general financial matters. Since taxes have a major impact on all of us, I place a special emphasis on tax planning and include tax preparation. As your trusted advisor, my mission is to help you make smart choices about your money so you can have the kind of life you want to live. As a NAPFA fee-only planner, I sell only my services, and receive no commissions from the purchase/sale of products.
Income Tax
Vista Financial Planning offers tax planning advice throughout the year to help you minimize your tax bill. We prepare your personal income tax return(s) and handle any audits you may face, at no additional charge.

Investment Management
We provide personal financial life planning, investment management and education services for clients to help them achieve financial independence and peace of mind.
Mutual Funds
We will make specific recommendations for no-load, low-expense mutual funds. For independent investors, you may buy directly from these funds or use a discount broker of your choice. Others may choose to invest through TD Ameritrade, where we are a listed financial advisor.
Wealth Management
Wealth Management and Marketing Consultant. I help small business owners arrange their finances and marketing so can focus on their job and live extraordinary lives.

Financial Planning
The following list is a sampling of fellow ACA Fee-Only Planners. located throughout the country. To find an ACA Advisor in your area or to learn more about the ACA approach to financial planning visit www.acaPlanners.org.
Retirement Planning
Do you have the right financial plan? Are you paying only what you truly owe in taxes? Are you making the best decisions about insurance, estate planning, retirement planning, budgeting, and your most important goals? Do you have the investments and investment strategies that will allow you to reach your goals? We can help you integrate money, goals and values. We are Fee-Only advisors and you will get from us objective personal advice on how to achieve your financial goals.
Asset Management
— including retirement accounts and real estate, viewing them as an integrated whole. A personalized asset allocation will be developed based upon your needs and objectives.

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