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Business and Estate Planning Services

My name is Vince Aimetti. Welcome to my Web site.

As a financial professional and active member of my community, I am dedicated to helping individuals and businesses build their financial futures.

To stay on top of my field and develop my professional skills, I've regularly attended industry training and certification programs. This includes completing the curriculum and passing the rigorous exams for the:

Chartered Life Underwriter (CLU), Chartered Financial Consultant(ChFC) 
FINRA Registration: Series 7, 63 & 65

My academic achievements include:

MBA from the University of Virginia's Darden School

My education, experience and professional affiliations have fostered my practical approach to offering financial services and advice to my clients. Rather than just recommending a hodgepodge of unrelated products, first I'll consider your specific financial goals and investment objectives. Working together, we'll formulate a strategy to help you pursue your goals. Then I'll recommend the appropriate products and services to help you execute your strategy.

Maintaining a strong sense of community and a solid professional foundation are very important to me. 

My family and I enjoy golf, skiing and vacationing.

Thank you for visiting my website.

What Can You Learn from Your Tax Return?

Tax season may be over, but a completed tax return offers information that can help with financial strategy for the rest of the year.

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Strategies for Smarter Giving

In addition to advancing philanthropic goals, strategic charitable donations may offer tax advantages.

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Location, Location, Location: The Premium Parents Pay for Top Schools

Homes in neighborhoods with access to top schools tend to cost significantly more than a typical home in the surrounding area.

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HOT TOPIC: What Does a Weaker U.S. Dollar Mean for Your Money?

Consumers and investors might want to consider how the depreciating dollar could impact the economy and their own finances.

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Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

Savings Accumulation

Estimate the future value of your current savings.

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck