What If You Die Without an Estate Plan? – VistaPro Wealth Management

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Advisory services offered through CreativeOne Wealth, LLC, a Registered Investment Adviser. CreativeOne Wealth, LLC and VistaPro Wealth Management are unaffiliated entities. Licensed Insurance Professional, Nevada State Insurance License Number 615399, California State Insurance License Number 0G72811. We are an independent financial services firm helping individuals and business owners create retirement and succession strategies using a variety of investment and insurance products to custom suit their needs and objectives. Investing involves risk, including the possible loss of principal. No Investment strategy can guarantee a profit or protect against losses. Investment advisory services are provided in accordance with a fiduciary duty of care and loyalty that includes putting your interests first and disclosing conflicts. Insurance services have a best interest standard which requires recommendations to be in your best interest. Advisors may receive commissions for the sale of insurance and annuity products. Additional details including potential conflicts of interest are available in our firm’s ADV Part 2A and Form CRS (for advisory services) and the Insurance Agent Disclosure for Annuities form (for annuity recommendations). Any references to protection or lifetime income refer to fixed insurance products, never securities or investment products. Insurance and annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. This material is for informational purposes only and should not be construed as a recommendation or advice specific to your unique situation. We are not affiliated with or endorsed by any government agency, and do not provide tax or legal advice.

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10161 W Park Run Dr Ste 150, Las Vegas, NV 89145
rcabrera@vistaprowealth.com
(877) 847-8220