The handling of individual and corporate investments is a process that requires the highest level of honesty and integrity. With more than 200 million dollars invested in products made available through our offices, we are committed to maintaining relationships only with financial institutions that consistently demonstrate superior qualities of money management, administrative accuracy, and investment acumen.
Financial security is the focus of the Vita Planning Group whose 401K communication and asset management skills allow us to oversee very significant client investments.
The Vita Planning Group also provides personal financial and insurance planning, and key person, executive and business insurance services.
California Department of Insurance License #0581175
Securities offered through Liberty Group, L.L.C.
Member FINRA, SIPC, MSRB, Registered Investment Advisor
