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Clients Say

"The knowledge base at Vita is invaluable. I consider you to be confidantes, actually part of the company. It’s like you’re not even a broker, you’re part of the team.”

- HR Director
Sportswear Company

Retirement/401(k)

Access your 401(k) Provider:

ADP	Great West Retirement Services
Charles Schwab	ING
Digital Retirement Solutions	Guardian
ePlan Services	The Standard
ExpertPlan	The Hartford
Fidelity	Vanguard
JP Morgan	Nationwide
MassMutual	Verisight

Access Online Tools:

Paycheck Comparison Calculator: Use this tool to demonstrate the effect of before-tax savings on your take-home pay.
College Planner: Calculate the estimated monthly savings needed to reach your goal of saving for your child’s education
Plan Loan Calculator: Visit this site to determine your estimated loan payments.
Roth Analyzer: Use this tool to help determine whether to designate all or part of your elective deferrals as Roth contributions.

Access Our Educational Webinars:

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Securities offered through Liberty Group, L.L.C., Member FINRA, SIPC. Registered Investment Advisor