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Our Mission, Vision, and Values

Mission Statement

“Our client family partners with us, as their preferred Financial Planning team, in creating a personalized plan to celebrate life’s moments.

We are stewards of their financial wellness and life aspirations.”


“Leading our client family to Financial Peace of Mind, Living Intentionally, & Leaving a Lasting Impact on others.”

Tota Vita Values

  • Fulfilling Fiduciary Responsibilities.
  • Listening, Learning, and Leading.
  • Developing Personal Relationships and Financial Plans for our Client Family.
  • Helping to Create Life Balance and Confidence in your Future.
  • Enhancing Service and Experience through Innovative Technology .

One of our primary goals is to develop a long-term, trusting relationship with you.

Our Process

Our Process

We create strategies that are tailored to your needs and goals.

Our History

Our History

Years of experience have prepared us to guide you through your life transitions.

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