Vista Financial Strategies

Vista Financial Strategies is a financial advisory practice led by Scott Scheer, a New York Life-affiliated financial adviser. The firm focuses on estate, retirement and business succession planning for business owners, retirees and professionals, and it offers exit planning, investment management and insurance strategies.

The firm works as a team coordinator: it starts by learning where a client stands, helps set long-term goals, and then brings in the client's existing advisers or its own specialists in advanced estate and business planning. Insurance and securities products are offered through New York Life affiliates and only where properly licensed. The office is at 474 Eisenhower Dr in Appleton.