Financial Services for everyone
Vita Advisors believes that all individuals should have access to sound financial advice. That is why we do not impose minimum amounts on net worth or account size to start a relationship with us.
We offer to anyone, clients or not, on a complimentary basis and no obligation the following resources:
- Account organization
- Digital document vault
- Goal planning
- Cash flow & budgeting tools
- Invitations to educational seminars and workshops
Individuals
- Comprehensive, holistic, Financial Planning
- Asset Management
- Customized, fee-based, investment portfolios
- Full-service brokerage accounts
- Retirement Savings and Distribution Planning
- Education Funding and Analysis
- Insurance Needs Analysis – Life, Disability, and Long-Term Care
- Employee Benefits Review
- Mortgage, Student Loan, and Other Debt analysis
- Tax Planning in coordination with your accountant
- Social Security Maximization analysis
- Charitable Giving strategies
- Estate Planning in coordination with your attorney
Business owners
- Qualified Plan selection, implementation, and monitoring
- Key Employee retention
- Buy/Sell Agreement design and funding in coordination with your attorney