Are you just starting out in life, or need a simple ‘add on’ plan for specific needs? Perhaps you are established in life but don’t want to deal with complicated forms and computer assisted programs that may or may not lead you to your goal?
Well, VIMCOR has developed a simplified planning method that can grow as you do. We ask several questions about you and your goals and we develop a low cost managed account to get you there. As your needs become more complex, we can assist you in transitioning to a more traditional plan that can be specifically devised to meet your needs; either better savings, college funding, estate planning, or imminent retirement, a more detailed plan will be available.
SO, lets get started! Please enter the required information below. We will NOT be asking any sensitive data; any required information that is sensitive will be asked for in a secure document generated by a third party custodian.
Please note that our services are only available to Pennsylvania residents at this time. If you live in another state, please contact us for more information.