VIP Financial Matters, LLC

VIP Financial Matters, LLC Wealth management firm dedicated to helping clients accumulate, protect and transfer wealth. The mission of V.I.P.

Financial Matters, LLC is to help our clients accumulate, protect, and transfer their wealth. We coordinate legal, tax and financial issues for our clients, and this multi-disciplinary planning approach helps to eliminate confusion, avoid costly mistakes, and to simplify their lives, all of which provides peace of mind. Our expertise, experience, and knowledge in these areas, as well as our access

to teams of practicing attorneys, accountants and financial specialists set us apart from other professionals. Think about your financial life as a thousand-piece puzzle: every single piece must fit together to create the desired picture. At VIP Financial Matters, LLC, we bring your financial picture into clear focus by learning what is important to you. We then use our comprehensive wealth management planning system and multi-disciplinary approach to put your financial puzzle pieces together in an organized and coordinated manner. Securities offered through Cetera Advisors LLC, Member FINRA/ SIPC. Advisory Services offered through Cetera Investment Advisers LLC, A Registered Investment Adviser. Cetera is under separate ownership from any other named entity. Cetera Advisors LLC exclusively provides investment products and services through its representatives. Although Cetera does not provide tax or legal advice, or supervise tax, accounting or legal services, Cetera representatives may offer these services through their independent outside business. This information is not intended as tax or legal advice. All third party posts are the responsibility of their respective authors. These opinions and information are subject to change at any time without notice or obligation of notification. The information is intended for informational purposes only and is not intended to provide tax, legal or investment advice.

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What will your family do if you can't earn an income? Here are steps you can take today.

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

As talk of recession builds, investors are looking to manage risk in their portfolios.
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As talk of recession builds, investors are looking to manage risk in their portfolios.

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An overview of some fundamental steps when a loved one passes.

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15-year vs. 30-year: know your refinancing options.

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Mortgage lenders consider many personal factors when deciding whether you can afford a home.

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

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This Quarterly Recap summarizes market performance, major events and news from Q2 2022. Read more here: https://bit.ly/3...
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This Quarterly Recap summarizes market performance, major events and news from Q2 2022. Read more here: https://bit.ly/3bMq28F

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How long will your retirement money last with regular withdrawals? Have you run the numbers?

This calculator may help you estimate how long funds may last given regular withdrawals.

All those years of work can add up to a small fortune. What's your strategy for your money?
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All those years of work can add up to a small fortune. What's your strategy for your money?

Estimate how much you have the potential to earn during your working years.

Does your business have a retirement strategy that fits your short, long-term needs?
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Does your business have a retirement strategy that fits your short, long-term needs?

To choose a plan, it’s important to ask yourself four key questions.

Address

Altoona, PA

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm

Telephone

+18149437075

Website

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