Vistaplan Financial Group has a non-pressure environment where I never felt constrained by time. David was always willing to come and be available--either coming to the home or being available in his office. The products that he supplied met my needs, and he did regular reviews of the various products that I had in order to make sure they were appropriate for my needs at the time. He always took the time to do annual reviews and it worked very well.

I felt David was personable, pragmatic and honest in his advice, so those were the characteristics that were appreciated. The biggest advantage with David and his team was that I never felt pressure.