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Vista Financial Strategies

Scott Scheer

Financial Advisor
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Business
Solutions

Here at Vista Financial, we offer a wide array of services to help business owners address their financial needs at every stage of the business life cycle. Taking into account their personal values and financial goals, we create and execute customized strategies to help entrepreneurs meet their objectives. Some of our key services are detailed below.

Executive Benefits

The success of most businesses is tied into the talent, passion and work ethics of their key executives. Executive benefit packages can help you attract, motivate, and retain high-caliber employees and keep your company healthy and stable. We can help you with funding non-qualified plans, supplemental employee retirement plans, split dollar plans, and more.

Exit/Succession Planning

Succession planning allows owners to leave their business on their own timeframe while preparing their company to be transferred to family members, key employees, an outside party, or even a charity. This must be done in a way that achieves personal financial security, maintains harmony, and achieves maximum value for the business.

Key Person Insurance

Key person life insurance offers a death benefit that helps indemnifies an employer for the loss of one of its most important assets - the key person. This can help assure continuity of the business for employees, customers and creditors, and protects against losses in sales, momentum, and credit. It can also be used to assist with recruiting and developing a replacement for the employee.

Funding Buy-Sell Agreements

A buy–sell agreement is a legally binding agreement between co-owners of a business that governs the situation if a co-owner dies or leaves the business, whether by force or by choice. A funded cross-purchase buy-sell plan utilizes life insurance to help ensure that the arrangement is properly funded so that there will be money when the event is triggered.

Funding Deferred Compensation

Deferred compensation is a written agreement between an employer and an employee where the employee chooses to have part of his or her compensation withheld by the company, invested on their behalf, and distributed back to them at a pre-determined point in the future. Deferred compensation can be used as a flexible way to attract and incentivize key employees.


Disclosure

Scott Scheer is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of AZ, CA (CA Insurance License #0B77395), FL, IA, IL, MI, MN, MO, MT, NM, NV, OR, WA, and WI. No insurance business may be conducted outside the states referenced.

As a New York Life Agent, Scott Scheer is licensed and authorized to offer insurance in California, but Vista Financial Strategies may not be. For additional information on California licensure status, please click here.

Scott Scheer is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, N474 Eisenhower Dr Ste C, Appleton, WI, 54915, 920-731-4572. In this regard, this communication is strictly intended for individuals residing in the states of AZ, CA, FL, IL, MI, MN, MT, OR, WA, and WI. No offers may be made or accepted from any resident outside the specific states referenced.

Scott Scheer is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of AZ, CA, FL, IL, MI, MN, MT, OR, WA, and WI. As such, these services are strictly intended for individuals residing in the states referenced.

The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals®, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.

Vista Financial Strategies is not owned or operated by NYLIFE Securities LLC or its affiliates.​

Neither Vista Financial Strategies nor its associates are in the business of offering tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.​

For more information about NYLIFE Securities LLC and its investment professionals.

Click here
  • About
    • Our Team
    • Our Clients
    • Strategic Resources
  • Expertise
    • Exit Planning
    • Business Solutions
    • Personal Solutions
    • Investment Management
    • Our Products
  • Approach
    • Holistic Process
    • Core Concepts
  • Education
    • Newsletters
    • Helpful Links
    • Tax Resources
  • Contact
  • Client Login
    • Mainstay Funds
    • New York Life
    • Eagle Strategies
    • eMoney
  • Copyright

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