Live Life On Your Financial Terms
Comprehensive financial planning services to help you and your family achieve your financial goals.
Financial planning is a significant undertaking. We understand the challenges you may be experiencing.
Vita Financial can help you:
Manage
the “business” of your family amidst a sea of confusing options.
minimize
tax liability and maximize income while also minimizing fees.
identify
and manage financial risk; no generic advice or pre-set templates.
improve
savings and investment results with decisions best for you, not your broker.
plan
your retirement while still providing for future generations.
How different would you feel if you had a dedicated ally to guide you through the financial landscape?
If you’ve managed finances before, you know how complex and overwhelming it can be. Even if you’re new to financial planning, the process can seem daunting, as if you’re starting from scratch every time.
Advisors, brokers, and agents have their own advice, but it doesn’t feel like it’s really for you and your family. It’s too broad, generic, or specific. You need to control your full financial future.
There are so many opinions, so many options, so many products. It’s no wonder you feel anxious about making the right choices. “What if I choose the wrong plan? Invest in the wrong products? Miss out on key financial benefits?”
How different would you feel if you had a dedicated ally to guide you through the financial landscape?
If you’ve managed finances before, you know how complex and overwhelming it can be. Even if you’re new to financial planning, the process can seem daunting, as if you’re starting from scratch every time.
Advisors, brokers, and agents have their own advice, but it doesn’t feel like it’s really for you and your family. It’s too broad, generic, or specific. You need to control your full financial future.
There are so many opinions, so many options, so many products. It’s no wonder you feel anxious about making the right choices. “What if I choose the wrong plan? Invest in the wrong products? Miss out on key financial benefits?”
Experience Vita VIA
Whether you’re just reaching your first executive milestone, starting your family, planning for retirement, or passing on your legacy to future generations, it’s time to own your story. Let our Vita family become an extension of your family, guiding you through life’s financial journey.
Financial Planning
Our proprietary financial planning model delivers an actionable plan.
Investment Management
Aligning your savings and investments with your financial goals.
Cash Management
Maintain liquidity through budget, cash flow, and cash reserve planning.
Tax Planning
Strategies designed to minimize your liabilities and maximize income.
Risk Management
Identify and mitigate financial and privacy risks to you and your family.
Estate Planning
From wills to trusts, protect your legacy for future generations.
Retirement Planning
Retire on your terms with the right goals, savings, and investments.
Scenario Planning
How can I retire 5 years earlier? Understand your options.
Here’s How The Process Works For You
Discover
Let’s get to know you and discuss what you’re trying to accomplish. We’ll help you organize your financial information to assess your current situation and refine your financial objectives.
Create
We develop your unique financial plan using Vita VIA’s 20 custom modules, which include a broad set of tailored recommendations. Then we’ll prioritize, execute, and manage.
Enjoy
Experience the freedom of living life on your financial terms. With your personalized financial plan in place and managed, you can relax knowing that things are under control.
Here’s How The Process Works For You
Discover
Let’s get to know you and discuss what you’re trying to accomplish. We’ll help you organize your financial information to assess your current situation and refine your financial objectives.
Create
We develop your unique financial plan using Vita VIA’s 20 custom modules, which include a broad set of tailored recommendations. Then we’ll prioritize, execute, and manage.
Enjoy
Experience the freedom of living life on your financial terms. With your personalized financial plan in place and managed, you can relax knowing that things are under control.
At Vita Financial, we understand that time is your most precious commodity.
Planning your future, securing a legacy.
Our team at Vita Financial includes professional financial planners, experienced advisors, and dedicated support staff who manage millions in assets every year.
Here’s what we’re most proud of though, the trust our clients place in us. Much of our business comes from referrals—clients who say, “You have to talk to Vita Financial.” We believe that’s because we care about more than just numbers. We care about you.
Planning your future, securing a legacy.
Our team at Vita Financial includes professional financial planners, experienced advisors, and dedicated support staff who manage millions in assets every year.
Here’s what we’re most proud of though, the trust our clients place in us. Much of our business comes from referrals—clients who say, “You have to talk to Vita Financial.” We believe that’s because we care about more than just numbers. We care about you.
Here’s what some of our clients have to say:
Our Vita Financial relationship started with an insurance discussion and evolved organically as the team built a solid financial plan based on our goals and aspirations. They take the time to educate, share options, and help us make the right financial decisions, backing up their opinions with tangible data. Working with Vita Financial is one of the better decisions we’ve ever made.
We’ve always had a vision for where we wanted to be financially but needed some help getting there. Steven, the Vita Financial team, and their planning process delivered, helping us organize our accounts, centralize management, and implement a laser-focused financial strategy. When we have questions or need advice, it’s easy to reach the Vita team for ideas and assistance.
Accessibility, transparency, and personality – those are the 3 things that drew my wife and me to Vita. Steven and Arthur took the time to get to know us while answering our questions. They helped us understand how our current financial decisions would impact us down the road, then used the Vita Financial planning process to build a comprehensive financial plan around our family and business needs!
Testimonials are based on individual client experiences and may not be representative of all experiences. Past performance is not a guarantee of future results.
