VistaPro Wealth Management
Your financial freedom with solid retirement planning and word-class service is our mission.
Do you have a Will or Trust?
This is about having the documentation.
The problem is that when something happens and there is not a properly prepared and documented estate plan.
This series of short videos will provide insights to important aspects of financial planning.
Learn about Rick Cabrera, who has the Certified Tax Specialist and Certified Estate and Trust Specialist designations and why he is so passionate about helping clients create a solid plan.
Disclosures:
Rick W Cabrera
877.VISTA20 (877.847.8220
www.vistaprowealth.com
www.calendy.com/rickwcabrera
Investment 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
Investing involves risk, including possible loss of principal.
Insurance product guarantees are backed by the financial strength and claims-paying ability of the issuing company.
We are not affiliated with any government agency.
We do not provide tax, legal or estate planning advice or services.
Always consult with your own qualified tax/legal advisors.
If you know that it is time to create or update your plan, then learn about the process when working with Rick Cabrera. www.calendly.com/rickwcabrera
This series of short videos will provide insights to important aspects of financial planning.
Learn about Rick Cabrera, who has the Certified Tax Specialist and Certified Estate and Trust Specialist designations and why he is so passionate about helping clients create a solid plan.
Disclosures:
Rick W Cabrera
877.VISTA20 (877.847.8220
www.vistaprowealth.com
www.calendy.com/rickwcabrera
Investment 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
Investing involves risk, including possible loss of principal.
Insurance product guarantees are backed by the financial strength and claims-paying ability of the issuing company.
We are not affiliated with any government agency.
We do not provide tax, legal or estate planning advice or services.
Always consult with your own qualified tax/legal advisors.
How much life insurance is the right amount? www.calendly.com/rickwcabrera
If it is important to you, or to someone you love, then by all means, be sure to have the right amount.
Listen to this video to gain perspective.
We plan for a long life and retirement, but what about protecting your family in the present? This is too often not addressed. If not, you could leave your loved ones struggling?
If you do not have a protection plan, or someone important to you does not have a protection plan, then the sooner this is addressed, the better.
This series of short videos will provide insights to important aspects of financial planning.
Learn about Rick Cabrera, who has the Certified Tax Specialist and Certified Estate and Trust Specialist designations and why he is so passionate about helping clients create a solid plan.
Disclosures:
Rick W Cabrera
877.VISTA20 (877.847.8220
www.vistaprowealth.com
www.calendy.com/rickwcabrera
Investment 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
Investing involves risk, including possible loss of principal.
Hypothetical examples included are for illustrative purposes only and do not represent any specific life insurance product. Your actual insurance needs will vary, perhaps significantly, by your own unique financial goals and circumstances.
Insurance product guarantees are backed by the financial strength and claims-paying ability of the issuing company.
We are not affiliated with any government agency.
We do not provide tax, legal or estate planning advice or services.
Always consult with your own qualified tax/legal advisors.
Is your family protected? www.calendy.com/rickwcabrera
Yes, of course, plan for your future, but what about protecting your family in the present? This is too often not addressed. If not, you could leave your loved ones struggling?
If you do not have a protection plan, or someone important to you does not have a protection plan, then the sooner this is addressed, the better.
This series of short videos will provide insights to important aspects of financial planning.
Learn about Rick Cabrera, who has the Certified Tax Specialist and Certified Estate and Trust Specialist designations, and why he is so passionate about helping clients create a solid plan.
Disclosures:
Rick W Cabrera
877.VISTA20 (877.847.8220
www.vistaprowealth.com
www.calendy.com/rickwcabrera
Investment 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
Investing involves risk, including possible loss of principal.
Insurance product guarantees are backed by the financial strength and claims-paying ability of the issuing company.
We are not affiliated with any government agency.
We do not provide tax, legal or estate planning advice or services.
Always consult with your own qualified tax/legal advisors.
When should you get protection against expensive Chronic Health Care?
You (or someone you care about) may want to protect against devastating the retirement plan. And the sooner the better.
This series of short videos will provide insights to important aspects of financial planning.
Learn about Rick Cabrera, who has the Certified Tax Specialist and Certified Estate and Trust Specialist designations and why he is so passionate about helping clients create a solid plan.
Disclosures:
Rick W Cabrera
877.VISTA20 (877.847.8220
www.vistaprowealth.com
www.calendy.com/rickwcabrera
Investment 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
Investing involves risk, including possible loss of principal.
Insurance product guarantees are backed by the financial strength and claims-paying ability of the issuing company.
We are not affiliated with any government agency.
We do not provide tax, legal or estate planning advice or services.
Always consult with your own qualified tax/legal advisor
This could devastate a retirement plan. Do you have protection against expensive Chronic Health Care?
If you do not, then the sooner the better.
This series of short videos will provide insights to important aspects of financial planning.
Learn about Rick Cabrera, who has the Certified Tax Specialist and Certified Estate and Trust Specialist designations and why he is so passionate about helping clients create a solid plan.
Disclosures:
Rick W Cabrera
877.VISTA20 (877.847.8220
www.vistaprowealth.com
www.calendy.com/rickwcabrera
Investment 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
Investing involves risk, including possible loss of principal.
Insurance product guarantees are backed by the financial strength and claims-paying ability of the issuing company.
We are not affiliated with any government agency.
We do not provide tax, legal or estate planning advice or services.
Always consult with your own qualified tax/legal advisors.
Do you have your tax-free retirement income plan yet? If not, the sooner the better.
Tax-efficiency planning and ways to reduce or eliminate future income taxes on certain accounts could enhance your long-term retirement plan.
This series of short videos will provide insights to important aspects of financial planning. Learn about Rick Cabrera, who has the Certified Tax Specialist and Certified Estate and Trust Specialist designations and why he is so passionate about helping clients create a solid plan.
Disclosures:
Rick W Cabrera
877.VISTA20 (877.847.8220
www.vistaprowealth.com
www.calendy.com/rickwcabrera
Investment 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
Investing involves risk, including possible loss of principal.
Insurance product guarantees are backed by the financial strength and claims-paying ability of the issuing company.
We are not affiliated with any government agency.
We do not provide tax, legal or estate planning advice or services.
Always consult with your own qualified tax/legal advisors.
Do you have tax-free accounts as a source of income in your retirement plan?
How can tax-efficiency planning and ways to reduce or eliminate future income taxes on certain accounts enhance your long-term retirement plan?
This series of short videos will provide insights to important aspects of financial planning. Learn about Rick Cabrera, who has the Certified Tax Specialist and Certified Estate and Trust Specialist designations and why he is so passionate about helping clients create a solid plan.
Disclosures:
Rick W Cabrera
877.VISTA20 (877.847.8220
www.vistaprowealth.com
www.calendy.com/rickwcabrera
Investment 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
Investing involves risk, including possible loss of principal.
Insurance product guarantees are backed by the financial strength and claims-paying ability of the issuing company.
We are not affiliated with any government agency.
We do not provide tax, legal or estate planning advice or services.
Always consult with your own qualified tax/legal advisors.
Are you backing yourself into a corner?
The rubber is about to hit the road in this series of videos. How can tax-efficiency planning and ways to reduce or eliminate future income taxes on certain accounts enhance your long-term retirement plan?
This series of short videos will provide insights to important aspects of financial planning.
Learn about Rick Cabrera, who has the Certified Tax Specialist and Certified Estate and Trust Specialist designations and why he is so passionate about helping clients create a solid plan.
Disclosures:
Rick W Cabrera
877.VISTA20 (877.847.8220
www.vistaprowealth.com
www.calendy.com/rickwcabrera
Investment 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
Investing involves risk, including possible loss of principal.
Insurance product guarantees are backed by the financial strength and claims-paying ability of the issuing company.
We are not affiliated with any government agency.
We do not provide tax, legal or estate planning advice or services.
Always consult with your own qualified tax/legal advisors.
How can tax-efficiency planning and ways to reduce or eliminate future income taxes on certain accounts enhance your long-term retirement plan? Wealth Advisor Part 4
This series of short videos will provide insights to important aspects of financial planning.
Learn about Rick Cabrera, who has the Certified Tax Specialist and Certified Estate and Trust Specialist designations and why he is so passionate about helping clients create a solid plan.
Disclosures:
Rick W Cabrera
877.VISTA20 (877.847.8220)
www.vistaprowealth.com
Investment advisory services offered through CreativeOne Wealth, LLC a Registered Investment Adviser.
CreativeOne Wealth, LLC and VistaPro Wealth Management are unaffiliated entities.
Learn about the number one most important thing you need your Wealth Advisor to do.
This series of short videos will provide insights to important aspects of financial planning.
Learn about Rick Cabrera, who has the Certified Tax Specialist and Certified Estate and Trust Specialist designations and why he is so passionate about helping clients create a solid plan.
#457
Disclosures:
Rick W Cabrera
877.VISTA20 (877.847.8220
www.vistaprowealth.com
Investment 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
Investing involves risk, including possible loss of principal.
Insurance product guarantees are backed by the financial strength and claims-paying ability of the issuing company.
We are not affiliated with any government agency.
We do not provide tax, legal or estate planning advice or services.
Always consult with your own qualified tax/legal advisors.
See less
Equity markets began a sharp sell-off last Thursday, August 1st triggered by disappointing labor market data leading to increased expectations of a material economic slowdown.
Click link for full report - https://vistaprowealth-my.sharepoint.com/:b:/g/personal/rick_rwc1admin_onmicrosoft_com/EdJSiQLeC8VFrz14hMjGD_4BGIO4gOKNm_Lf4sTlE_mZgQ?e=7qHsqB
If you have any questions or concerns, please feel free to telephone or email me, or simply click here to schedule a call, video, or in-person meeting.
Investment advisory services offered by duly registered individuals on behalf of CreativeOne Wealth, LLC a Registered Investment Adviser.
6330 Sprint Parkway, Suite 400, Overland Park, KS 66211
CreativeOne Wealth, LLC and VistaPro Wealth Management are unaffiliated entities. Rick W Cabrera is also a Licensed Insurance Professional.
Super short video on how Rick became a wealth advisor.
This series of short videos will provide insights to important aspects of financial planning.
Learn about Rick Cabrera, who has the Certified Tax Specialist and Certified Estate and Trust Specialist designations and why he is so passionate about helping clients create a solid plan.
Disclosures:
Rick W Cabrera
877.VISTA20 (877.847.8220
www.vistaprowealth.com
Investment 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
Investing involves risk, including possible loss of principal.
Insurance product guarantees are backed by the financial strength and claims-paying ability of the issuing company.
We are not affiliated with any government agency.
We do not provide tax, legal or estate planning advice or services.
Always consult with your own qualified tax/legal advisors.
See less
Do you need a wealth advisor? Learn about Rick Cabrera, who has the Certified Tax Specialist and Certified Estate and Trust Specialist designations and why he is so passionate about helping clients create a solid plan.
This series of short videos will review provide insights to important aspects of financial planning.
Disclosures:
Rick W Cabrera
877.VISTA20 (877.847.8220
www.vistaprowealth.com
Investment 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
Investing involves risk, including possible loss of principal.
Insurance product guarantees are backed by the financial strength and claims-paying ability of the issuing company.
We are not affiliated with any government agency.
We do not provide tax, legal or estate planning advice or services.
Always consult with your own qualified tax/legal advisors.
See less
Learn about Rick Cabrera, who has the Certified Tax Specialist and Certified Estate and Trust Specialist designations and why he is so passionate about helping clients create a solid plan.
This series of short videos will review provide insights to important aspects of financial planning.
Disclosures:
Rick W Cabrera
877.VISTA20 (877.847.8220
www.vistaprowealth.com
www.calendy.com/rickwcabrera
Investment 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
Investing involves risk, including possible loss of principal.
Insurance product guarantees are backed by the financial strength and claims-paying ability of the issuing company.
We are not affiliated with any government agency.
We do not provide tax, legal or estate planning advice or services.
Always consult with your own qualified tax/legal advisors.
07/10/2024
Las Vegas Business Networking Tonight!
, , , ,
04/20/2024
When is the best time to plan your Tax-Saving Strategy?
Now is the time!
I am a Certified Tax Specialist (CTS™), which is a designation I earned and have maintained since September 2019.
I am passionate about identifying opportunities that could help you save by reducing or eliminating taxes in retirement.
Click the SharePoint link below to read the Schwab report “Five Examples of Tax-Smart Charitable Giving in 2024.”
https://vistaprowealth-my.sharepoint.com/personal/rick_rwc1admin_onmicrosoft_com/_layouts/15/onedrive.aspx?id=%2Fpersonal%2Frick%5Frwc1admin%5Fonmicrosoft%5Fcom%2FDocuments%2FTop%20Level%20for%20Link%20Shares%2FSchwab%20Charitable%20%2D%20Five%20examples%20of%20tax%20smart%20charitable%20giving%20in%202024%2Epdf&parent=%2Fpersonal%2Frick%5Frwc1admin%5Fonmicrosoft%5Fcom%2FDocuments%2FTop%20Level%20for%20Link%20Shares&ga=1
Schedule a visit with me now.
https://calendly.com/rickwcabrera/meeting?back=1&month=2024-04
Exciting opportunity in Las Vegas!
Join the exclusive Las Vegas WON Rotary Club's private business network/meeting. Only 3 spots available for local business owners or professionals looking to expand their network.
Contact at 702-985-7309 or DM to secure your spot. First come, first served! Let's elevate our businesses together.
Time: This Friday, February, 2nd, 2024, at 4:45 pm
Location: One of the upscale restaurants on Flamingo between Las Vegas Blvd & Paradise Road.
As I monitor and read about economic conditions I get one analyst saying it's going to be a strong year, another saying not much growth but no big corrections, and another saying there it's going to be a tough year. (By the way, I believe you can find these three basic opinions most always).
So I ask, what is your prediction of the economy and markets for 2024?
09/02/2023
https://youtu.be/eOcVjgPu5Mo
Help motivate your retirement savings with this eye-opening and quick demonstration of the Time Value of Money.
Stay tuned for powerful examples of how this principle of financial planning can make a big difference to your accumulation of wealth over time.
You want the “Time Value of Money” working for you asap.
DISCLOSURES:
Calculated using https://www.bankrate.com/.../compound-savings-calculator/
Hypothetical examples are shown for illustrative purposes only and is not guaranteed. The figures
do not represent any specific product or investment, nor does it reflect the deduction of investment
fees or taxes which will reduce the values shown here.
Provided content is for overview and informational purposes only and is not intended and should
not be relied upon as individualized tax, legal, fiduciary, or investment advice.
Advisory services offered through CreativeOne Wealth, a Registered Investment Adviser.
CreativeOne Wealth and Vista Pro Wealth Management are unaffiliated entities.
Licensed Insurance Professional - State License Number: 615399
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08/26/2023
https://youtu.be/PbZMiJT498c
Stop saving in your 401(k) and IRA! Really?
There could be reason to reverse course now.
Stay tuned for a case study demonstrating a potential tax savings of over $250,000 throughout a long retirement.
Why corner yourself into paying more in taxes later?
Now, whatever you do, it certainly makes sense to save for retirement as much as you can.
However, the question is, do I pay taxes now while I’m saving or later when distributing my savings to live on and enjoy retirement?
If you believe there is a chance for you to enjoy a long retirement, then you might want to seriously consider shifting at least a portion of your retirement savings from pre-tax plans to Roth 401(k) or Roth IRA accounts to grow your tax-free source of retirement income.
DISCLOSURES:
Provided content is for overview and informational purposes only and is not intended and should not be relied upon as individualized tax, legal, fiduciary, or investment advice.
A CPA or tax planning specialist should be consulted before implementing any tax reduction or planning strategy.
^Converting an employer plan account to a Roth IRA is a taxable event. Increased taxable income from the Roth IRA conversion may have several consequences including (but not limited to) a need for additional tax withholding or estimated tax payments, the loss of certain tax deductions and credits, and higher taxes on Social Security benefits and higher Medicare premiums.
Be sure to consult with a qualified tax advisor before making any decisions regarding your IRA. Clients ideally should have funds to pay the conversion taxes from sources outside of the IRA. If they do not, and still wish to convert and use a portion of the IRA to pay the taxes, the tax consequences of this should be outlined.
Roth distributions are tax free after age 59-1/2 and the account has been open for at least 5 years
Sample case is fictional and numbers are calculated with planning software using moderately-conservative investment return assumptions and current tax brackets throughout illustrated timelines.
Advisory services offered through CreativeOne Wealth, a Registered Investment Adviser.
CreativeOne Wealth and Vista Pro Wealth Management are unaffiliated entities.
Licensed Insurance Professional - State License Number: 615399
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08/19/2023
Hello everyone. I started a YouTube Channel. Go ahead and follow it please!
https://youtu.be/mDw1yZRg4xg
Do you have an eye on your retirement? Develop your financial savvy and arm yourself with knowledge that could help you build your plan that addresses 10 crucial areas of your financial life.Like many people that have worked hard and saved up, you are likely looking forward to great times in retirement.
You may have investments and savings scattered in different places like 401K plans at work, an old 401K, some IRA accounts, some brokerage accounts, some alternative investments, or insurance products that were bought years ago. Maybe your spouse has some retirement plans or old pension benefits.
The problem is, perhaps you don’t have any one person or system that brings your entire financial picture together in one place.
I help clients eliminate as much confusion as possible in planning their retirement income future.
Here at VistaPro Wealth Management, we believe everyone should have someone committed to helping make things simpler and less complicated.
Advisory services offered through CreativeOne Wealth, a Registered Investment Adviser.
CreativeOne Wealth and Vista Pro Wealth Management are unaffiliated entities and are not affiliated with any government agency.
Licensed Insurance Professional. Investing involves risk, including the loss of principal.
No Investment strategy can guarantee a profit or protect against loss in a period of declining values. Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company.
Product and feature availability may vary by state. We do not offer tax or legal advice.
https://youtu.be/mDw1yZRg4xg
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08/17/2023
YouTube video link: https://youtu.be/mDw1yZRg4xg
Do you have an eye on your retirement? For over a dozen years I have developed and helped many folks through a planning process to put together a detailed plan that addresses 10 crucial areas of your financial life.
Advisory services offered through CreativeOne Wealth, a Registered Investment Adviser.
CreativeOne Wealth and Vista Pro Wealth Management are unaffiliated entities and are not affiliated with any government agency.
Licensed Insurance Professional. Investing involves risk, including the loss of principal. No Investment strategy can guarantee a profit or protect against loss in a period of declining values.
Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company. Product and feature availability may vary by state. We do not offer tax or legal advice.
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10161 Park Run Drive Suite 150
Las Vegas, NV
89145
Opening Hours
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| Tuesday | 9am - 5pm |
| Wednesday | 9am - 5pm |
| Thursday | 9am - 5pm |
| Friday | 9am - 5pm |
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