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Mission, Vision, and Values


“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 .