Vita Planning Group LLC

About

Home | Vita Planning Group You re offline. This is a read only version of the page. Toggle navigation Home About Us Our Team Contact Us 401(k) Advisors Partner With Us About Us 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. 100% ‌Dedicated 11,292 ‌Plan Participants $138,244 ‌Avg. Participant Balance This data is based on our client’s 2025 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. Plan Sponsors As your retirement plan advisor, we strive to be an extension of your team and serve as your first point of contact for all retirement plan matters. We want to make yo

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