At Tota Vita Financial Associates, we seek to strengthen the entirety of your financial life, not just part of it. By providing state of the art financial plans, we can easily integrate your business, land, private placements, and other assets into a comprehensive, easy-to-use strategy. We then incorporate advanced investment management and insurance plans to protect you, your family, and your business.
Above all, we believe financial planning should inspire confidence, not worry. Since founding our firm, we have made it our mission to instill true financial peace of mind in clients and empower them to live the life they’ve always imagined.
We understand that personal situations and goals can change overnight, and we strive to provide the assurance that we’ll be here whenever you need us. To maintain our exceptional service, we place a premium on accessibility and make ourselves available to you, your family, and your business at your convenience. As your fiduciary, we will walk beside you every step of the way.
Our Fiduciary Responsibility
While our plans are always tailored with your unique needs in mind, our commitment extends beyond helping you achieve your objectives. We believe that our clients deserve the highest standard of care possible, the Fiduciary Standard. As your fiduciary and advocate, we are dedicated to serving you and your company’s best interests in every way.
While implementing your custom strategies, we will also coordinate with additional members of your financial team, including legal, accounting and trust professionals. Serving as your advocate and partner, we seek to build bridges across all chapters of your life: today, tomorrow, and for years to come.