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A Multi-Disciplinary Approach to Planning

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 can give you a better 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.

Want to discover if pieces of your financial puzzle are missing? Contact us today to schedule your free initial consultation, with no obligation.

 

Accumulation

Create a roadmap to financial success.

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Protection

Protect your income, wealth and legacy.

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Transfer

Reduce taxes, costs and burden on your family in the transfer of your wealth.

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Collaboration

Coordinate your financial, legal and tax matters.

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