Disclosures

 

Form CRS | Form ADV Part 2A | Privacy Notice | Insurance offered through Vita Insurance Associates, Inc. (CA Insurance License #0581175 | DBA Vita Companies)

Investment advisory services offered through Vita Planning Group LLC, a Registered Investment Advisor with the SEC.

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This site is published for residents of the United States only. Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all of services referenced on this site are available in every state and through every advisor listed.

Vita Planning Group LLC understands and attests that they are an ERISA fiduciary as defined in the Fiduciary Rule under the Employee Retirement Income Security Act of 1974 and the Internal Revenue Code of 1986. Vita Planning Group LLC adheres to the Impartial Conduct Standards (including the “best interest” standard, reasonable compensation and no misrepresented information). This relates to all ERISA accounts including Individual Retirement Accounts (IRAs).