Retirement planning
Plans for retirement savings and distribution needs.
Vita Advisors
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About Vita Advisors
Retirement savings and distribution planning is one of Vita Advisors' financial services. Based in Hopkins, the firm provides comprehensive financial planning for individuals, business owners, and corporate clients, with a focus on understanding each client's financial situation and life goals. Its services include education funding and analysis, insurance needs analysis, and business owner planning and consultation. Vita Advisors has worked with clients since 2005 and does not impose investment minimums. The firm also offers no-obligation educational and organizational services, annual review meetings, an online client portal, and access to educational materials. Vita Advisors was founded by Marc J. Servodio, CFP and AIF, who provides financial education through client meetings and complimentary introductory consultations.
Disclosure: Profile information has been compiled from publicly available sources and has not yet been verified by the business.
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Services & specialities
Highlights
Education funding
Provides education funding and analysis for financial planning.
Business owner planning
Offers planning and consultation for business owners.
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