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Tel:     1-888-810-1509
Fax:    1-619-287-4969
Email:  info@NuVistaFinancial.com
NuVista Financial's Asset and Wealth Strategy involves the combined use of wealth, which an individual currently has, to generate assets that an individual currently does not possess along with the use of current assets that are used to produce more wealth and thereby establishing a perpetual circle that develops into a foundation for significant financial security.

NuVista Financial can help you plan for your golden years with our range of smart retirement solutions. Our extensive portfolio of wealth management products delivers income and growth potential through investment trusts and funds, private pensions and saving plans. We can also help you invest in real property and other retirement-oriented products that will secure you future as well as provide legacies for your dependants, for mutilple generations.
Annuities
Although some so-called pundits bash annuities, they come in all sizes and flavors and have their place. While annuities offer everything CDs offer, they carry several advantages including generally higher returns, tax-deferral, liquidity and any deferred income does not trigger tax on Social Security income. Let NuVista Financial show you the Benefits of Owning Annuities and how they may make sense for your particular retirement plan.
Real Estate
Besides conventional types and approaches to real estate investing, NuVista Financial also uses Home Equity Management techniques of the rich or other strategies such as Self Directed Retirement Accounts for Real Estate Investment to maximize after tax retirement income.
Insurance
Insurance is an important element of any sound financial plan. Different types of insurance protect you and your loved ones in different ways against accidents, illness, disability, catastrophic loss or death. Therefore, your financial planning isn't complete until you assess and address your insurance needs. In fact, many strategies involve using life insurance as a living benefit rather than a death benefit.
Private Financing
Of the myriad of investments, trust deeds (TDs), Fractional TDs, trust funds and other forms of real estate investments are emerging as a vehicle of choice for many investors. There are many Benefits of Trust Deed Investing that make TDs good income-producing investment alternatives.
Financial and retirement planning as well as insurance needs are both inclusive and important aspects of estate or legacy planning. Legacy transfer has to do with deeper, more emotional issues. It's more about memories than money. An inheritance focuses primarily on the money, but a true legacy also includes memories, lessons and values you teach to your children over a lifetime.
The foundation of NuVista Finacnial Legacy Planning is based upon the Four Pillars of Legacy, so we are focused more on dealing with not only the financial aspects of legacy, but also to encourage addressing the emotional side of estate planing and inheritance.