Vita
Vita's success is based on a dedicated team of professionals who collectively embrace a unique combination of strong core values.
Core Values
Our core values begin with knowledge-based service. Service without knowledge is dangerous, and knowledge without service is useless... it is the synergy of this combination that enables us to excel in serving our clients. To provide a solid foundation for this philosophy and approach, we maintain cutting-edge knowledge combined with technical competence and significant real-world experience.
Another key element that sets Vita apart is our commitment to providing service beyond expectations... to making every client's life easier by providing products and services that resolve corporate and personal issues. This involves using our knowledge and experience to provide expert advice in the implementation and administration of effective programs and in providing guidance for personal insurance and financial planning... our expertise is also drawn upon as testimony in cases involving employee benefit law and personal financial planning, and by government bodies in determining the legislative landscape of the industry.
Our core values also focus on the importance of relationships. We work with people, not companies... and have organized our business to be big enough to meet your needs, but still small enough to care about the individuals involved. Our team approach helps the clients that we serve achieve their goals through dedicated problem resolution. Access to our professional team members provides real accountability to both groups and the individuals that make up those groups.
We put a very high premium on integrity and excellence in all that we do, and we take great pride in the high respect we have earned from carriers and professional colleagues. Our real bottom line is a dedication to helping you achieve your goals... our customized, personalized advice on employee benefits and personal insurance and financial matters is based on the recognition that businesses are as different as people, with each having its own unique needs and desires. That is why we begin by listening to you.
California Department of Insurance License #0581175
Securities offered through Liberty Group, L.L.C.
Member FINRA, SIPC, MSRB, Registered Investment Advisor
