VistaPro Wealth Management

Labor Day Retirement Checkup. For when every day feels like a holiday.

You worked hard to build your retirement savings. Rick Cabrera discusses several areas to review as retirement gets closer and why those pieces should work together toward the retirement you want.

Are the Beneficiaries on Your Retirement Accounts and Insurance Policies Still Correct?

Beneficiary information can remain unchanged for years. This video looks at why periodically reviewing retirement-account and insurance-policy beneficiaries can help keep your financial information aligned with your current wishes.

To schedule a no-cost, no-obligation meeting, visit:
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What If You Die WITHOUT An Estate Plan? Rick Cabrera discusses why estate planning matters, the potential burden a lack of planning may place on loved ones, and the role a financial advisor can play in organizing the financial side of the conversation.

Have You Put Off Estate Planning?
Estate planning can be easy to postpone. In this short video, I discuss why clarity, family considerations, liquidity, and legacy goals deserve attention - and how organizing the financial picture can help prepare you for conversations with your legal and tax professionals.

Can AI, Robotics, and Space Fit into a Long-Term Retirement Growth Bucket?

Technology may offer strong long-term growth potential, but it can also bring bigger ups and downs. Rick Cabrera discusses how retirement-minded investors may approach AI, robotics, space, telecom, aerospace, chips, and data centers as part of a diversified plan.

July 2026 Market Update: What Investors May Want to Watch for Now.

In this short market update, Rick Cabrera of VistaPro Wealth Management shares a few thoughts on inflation, interest rates, long-term growth themes, and why investment decisions should begin with a full retirement plan.