Vincent J. Aimetti, MBA, CLU, ChFC

My personalized client services include:

Estate Planning Strategies*

· Tax Reduction Strategies

· Estate Transfer/Distribution Plans

· Liquidity Enhancement Strategies

· Charitable Giving

Investment Planning**

· Asset allocation strategies

· Managed account services

Business Planning

· Buy-Sell Strategies

· Succession Planning

· Business Valuation

· Determining adequate coverage levels

· Selecting suitable policies

Retirement Planning

· Retirement Needs Review

· Qualified and Non-qualified Plans

· Pension Maximization Strategies

Selective Executive Benefits

· Supplemental Retirement Plans

· Key Person Protection

· Executive Bonus Plans

· Deferred Compensation Plans

Employee Benefit Programs

· Group Insurance

· Pension and Profit Sharing Plans

· 401(k) Plan Designs

*While state and federal tax or other benefits should be one of many factors to be considered prior to making an financial decision, I do not provide tax or legal advice. Please consult with your personal tax or legal professional about how these tax strategies, if any, may apply to your specific circumstances.

**Securities and investment advisory services are offered soley through Equity Services, Inc.

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My Services