Services
Holistic Planning
Generational Wealth Planning Tiers
Vita Foundation
Investment Management:
o Goals and objectives review
o Net worth analysis
o Cash flow and budget review
o Custom analysis of risk tolerance
o Asset allocation review
o Portfolio Management
o Investment management agreement
o Portfolio performance reporting
o Tax and cost-basis reporting
Consolidated online account access
Vita Prosper
Financial Planning:
o Retirement & Estate Planning
o Distribution Strategies
o Tax planning
o Holistic insurance planning
o Education planning and funding
o Business balance sheet review and analysis
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Vita Foundation
Vita Legacy
Complete Generational Wealth Management:
o Comprehensive financial plan
o Trust integration (Work in conjunction with Estate Planning Attorney)
o Wealth conservation
o Charitable giving Tax-Optimized investing
o Executive compensation planning:
o Deferred compensation
o Stock Options
o Concentrated portfolios
o Business financial planning
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Vita Prosper
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Vita Foundation
Insurance and Investments
-Specialized, Targeted Product Planning
Group Products
- Group Medical
- Group Life
- Group Disability
- Group Ancillary
Health Products
- Medicare Supplements
- Medicare Advantage
- Cancer
- Heart Attack & Stroke
- Dental
- Vision
- Medical
Property & Casualty Products
- Home
- Auto
- Flood
- Umbrella
- Specialty
Individual Products
- Annuity
- Casualty Insurance
- Critical Illness
- Disability
- Health Insurance
- Life Insurance
- Medicare Planning
- Property Insurance
Life Insurance & Annuity
- All Annuities
- All Life Insurances
Small Business
- Small Business Planning & Strategies
Advanced Planning
- Estate
- Tax
Investments
- Investments
* Additional services available for an hourly consulting or fixed fee.
How We Work Together
Introductory Meeting
Introductory Meeting
Introductory Meeting
Meet and introduce to who we are, what we do, and how we help.
Discovery Meeting
Introductory Meeting
Introductory Meeting
Share current documents, policies, accounts to review.
Review Meeting
Introductory Meeting
Planning Meeting
Review the suggested plan and solutions to implement.
Planning Meeting
Introductory Meeting
Planning Meeting
Review plan and implement. Set up follow-up reviews.
