YOUR DREAMS MATTER

At Vitality Investments, we believe everyone should be able to live the retirement they’ve always wanted.

Our team of professionals takes a holistic approach, integrating five key components—Income, Tax, Health Care, Investment, and Legacy Planning—into a cohesive strategy to build a strong foundation for your long-term financial goals.

Events

January 31, 2026

Changing World of Retirement Seminar

Rizzo Center at the University of North Carolina in Chapel Hill

This workshop is sponsored by the Society of Financial Awareness, a 501(c)(3) non-profit charitable organization.

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February 14, 2026

Changing World of Retirement Seminar

Rizzo Center at the University of North Carolina in Chapel Hill

This workshop is sponsored by the Society of Financial Awareness, a 501(c)(3) non-profit charitable organization.

Learn More
View All of our Events
Three generations of women

Our 3-Step Financial Planning Process

We understand that planning for income and preservation of assets during retirement can be difficult and confusing at times. Selecting an advisor who is trustworthy and has the right experience for planning during this unique phase of life can have a major impact on the results you achieve and the lifestyle you enjoy during retirement.

We have developed a targeted three-step planning process that allows you to comfortably progress through a safe and informational environment as we work closely together in designing a custom, mathematically correct solution for your specific retirement needs.

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Our Team’s Difference

The team behind Vitality Investments is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements.

We bring together diverse backgrounds, professional expertise, and a shared commitment to delivering an exceptional client experience. With years of experience across industries—from insurance and finance to event planning and consumer goods—our advisors and support staff approach financial planning with a unique blend of skill and empathy. Each member of our team is dedicated to understanding our clients’ needs on a personal level, allowing us to tailor financial strategies that align with their goals, values, and dreams for the future.

Meet Our Team

Business colleagues discussing over computer at desk in office

We offer services in these three areas:

Grow

Grow

Prepare for retirement by putting your hard-earned assets to work.

  Retirement Income Strategies

  Wealth Management

  Annuities

  Investments

  IRA/401(k) Rollovers

Preserve

Preserve

Protect the assets that can help you live the retirement you’ve always imagined.

  Asset Protection Strategies

  Life Insurance

  Tax-Efficient Strategies

  Long-Term Care Strategies

Give

Give

Provide for the people and causes you care about the most.

  IRA Legacy Planning

  Life Insurance

  Charitable Contributions

Read what our clients have to say about Vitality Investments

 

“Thank you team, for spending time with me discussing yet another way to improve our financial well-being.“

- Tom M. from Tampa FL

“We are grateful to have found a good advisor who listens to our needs and wants. Vitality Investments invokes confidence and trust and we highly recommend them to help others with valuable decisions on wealth management, especially in the unstable times we live in.”

- Cynthia F. from Sarasota FL

“During our relationship, Vitality Investments has exhibited a strong commitment to us as clients and our financial goals. They possess a deep understanding of financial markets, investment strategies, and wealth management principles. Victoria's ability to analyze complex financial data and provide clear, tailored recommendations has greatly benefited us as clients. Her dedication to staying updated on market trends and regulations ensures that she always offers well-informed and relevant advice.”

- Cindy C. from Bradenton FL

“Their knowledge of the financial markets is unparalleled, and they always stay up to date on the latest industry trends and best practices. 
I highly recommend Victoria Larson and Vitality Investments. Victoria and her team’s dedication, expertise, and commitment to their clients are truly exceptional.”

- Denton L. from Tampa FL

“When we were searching for a financial planner, it was important to us to find someone who understood Indexed Universal Life (IUL) and shared our commitment to minimizing tax payments in retirement. Victoria not only met these criteria but impressed us with her ability to take a holistic view of our entire financial picture. ”

- Christy and Avery from Chattanooga, TN

Your Team

Learn more about your team

Worried that your financial strategy is

Missing Something?

We’re here to help you feel confident in your financial future.

Schedule a Meeting

How much RISK is in your portfolio?

Vitality Investments uses Nitrogen (the makers of Riskalyze) which uses cutting-edge technology that pinpoints your acceptable levels of risk and reward. Nitrogen helps ensure that your portfolio aligns with YOUR investment goals and expectations. Understanding your risk tolerance with a risk score helps take the guesswork out of your financial future.

FEATURED VIDEO: 

What is an LIRP?

In this video, David Knight explains what a LIRP (Life Insurance Retirement Plan) is, how it works, and why it might be a beneficial strategy for retirement planning. He breaks down the key features of LIRPs and highlights the advantages they offer for long-term financial growth and security.

Watch more videos from Vitality Investment
 

 

  

Educational Resources

The Baby Boomer Dilemma Movie: 
https://projektor.com/u/revenuereserve/the-baby-boomer-dilemma

Power of Zero Movie:
https://www.dougorchard.com/power-of-zero

US Debt Clock:
https://www.usdebtclock.org/

Official Social Security Website:
https://www.ssa.gov/