Fee Based Investment Management

Our goals here are your goals: Asset Growth, Long term planning, preparing for Life Events… you tell us, and we work to help you achieve it!  Utilizing a fee based approach we can reduce your costs so that your accounts work harder for you.

All accounts are held in custody by a third party, unrelated to VIMCOR.  Currently we custody accounts with Ameritrade Institutional Services.

Gary Vassalotti, LIFA, RTRP, AFSP SmartVestor Pro

“Most people won’t change until the pain of where they are exceeds the pain of change.”
― Dave Ramsey, The Total Money Makeover: Classic Edition: A Proven Plan for Financial Fitness

 

 

 

 

Investments

We utilize many different investment vehicles to achieve your goals, including, Stocks, ETF's, Mutual Funds, and REITs.
College Planning

Let us show you how to both save for college and reduce your college expense!
Retirement Planning

Review / and manage your 401k's, IRAs, and individual accounts.