Vista Wealth Advisors

Color of Money Risk Analysis

The Color of Money Risk Analysis assesses your financial picture and provides a roadmap to your overall risk preferences. The output will be a proprietary Color of Money score. This short, interactive analysis is the first step on the road to retirement.

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Placing Your Color of Money Risk Analysis Score in Generational Vault for Secure Viewing...

Tom Konkowski, MSFS, CFS®, RICP®

Vista Wealth Advisors

9242 W. Union hills Dr. Suite 102
Peoria, AZ 85382

(623) 255-6260

tom@vista-wealth.com

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Securities and investment advisory services offered through Gradient Securities, LLC (Arden Hills, MN 866-991-1539). Member FINRA/SIPC. Gradient Securities, LLC (a SEC Registered Investment Advisor) offers investment advisory services under the d.b.a. of Gradient Wealth Management. Gradient Securities, LLC and its advisors do not render tax, legal, or accounting advice. . Insurance products and services are offered through Westgate Insurance Group, PLLC (WIG). WIG and Vista Wealth Advisory, PLLC are not affiliated with Gradient Securities, LLC. Gradient Securities, LLC, WIG and Vista Wealth Advisory, PLLC are not affiliated with or endorsed by the Social Security Administration or any government agency. The presence of this website shall in no way be construed or interpreted as a solicitation to sell any products or services to any residents of any state other than where legally permitted.

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