Vita Planning Group is a Registered Investment Advisor firm that specializes in employer-sponsored 401(k) and 403(b) retirement plans. We provide our clients with advisory consulting services, such as administrative support, ongoing education, plan design guidance, and investment oversight. Our goal is to help protect our clients as a fiduciary while navigating their participants to a meaningful retirement. At Vita Planning Group, our team operates with a fiduciary standard of care and always put our clients’ needs first.
We have built an organization that relies purely on unsolicited referrals and through this, we are able to sustain constant growth. Part of the secret of our success is starting with topflight people who are smart, caring, and motivated by pride in their work. Unlike the rest of the industry, we never pay a sales commission. Our focus is on Service.
Avg. Participant Balance
This data is based on our client’s 2020 plan year and does not contain all our client information.
It is subject to change and intended only as an illustration of our book of business.
Fee-Based Investment Advisor
Our firm is proud to be a Registered Investment Advisor (RIA) and our costs reflect fees for service – not commissions. We believe operating as an independent RIA allows us to cut out the middleman and leave more time for us to focus on our clients.