Do you have the financial strength to crush your goals?
Our three-step Vitou Financial Fitness planning process is designed to help ensure you will. Like any fitness routine, we pace ourselves at the outset before shifting into high gear.
01Warming Up
Stretch out and assess your fitness level and goals.
02Starting Strong
Discuss how to powertrain your portfolio for peak performance.
03Charging Ahead
We kick-start your plan and start running down your dreams.
Take the Checklist Challenge to see if you’re prepared to retire.
This 34-point checklist will help measure your retirement readiness, guiding you through some of the most pressing retirement concerns. You’ll examine:
- Whether you’re taking on an appropriate level of risk
- How your assets and liabilities stack up
- What gaps you may have in your current plan
Download your free retirement guide now and take the first step toward taking control of your financial future.
Guarantees and protections provided by insurance products, including annuities, are backed by the financial strength and claims-paying ability of the issuing insurance carrier. Annuities are not bank or FDIC insured.
Three decades of knowledge. Two trusted professionals. One caring approach.
The Vitou family has been creating tailored, easy-to-follow financial strategies that help empower individuals to navigate “the unknown waters of retirement” and confidently pursue their goals since 1990.
Jim Vitou founded the firm three years after graduating from John Carroll University with a bachelor’s degree in business administration. Dan, one of Jim’s four sons, joined his father in 2018 after graduating from The Ohio State University and spending five years in the corporate arena. See how they help Ohioans from all walks of life find clear financial paths forward.
Jim Vitou, RICP®, ChFC® Wealth Management Advisor
Dan Vitou, CFP® Wealth Management Advisor
The ChFC® mark is the property of The American College, which reserves sole rights to its use, and is used by permission. Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.
I love being able to help people feel a sense of relief and peace as they head into retirement.”
— Dan Vitou
