Our Strategic Partners
We offer a unique advantage in the financial planning industry because we collaborate with CPAs, attorneys, and financial advisors. The foundation for knowledge and confidence is partnering with a professional that not only understands the legal and financial implications of your decisions, but also understands why it matters. We provide coordinated, comprehensive planning.
Our founder, Jeff Fleming, is also an estate and elder law attorney with Hippo, Fleming, & Pertile Law Office.* Here, he helps clients with their estate planning needs, set up trusts, and many more legal concerns. Our team is dedicated to providing you with quality resources, a high level of care, and continuing education and service.
CPAs and accountants play a vital role in a client’s financial plan. However, far too often their role is limited to the preparation of their clients’ annual tax returns, rather than the planning required throughout the year to minimize income taxes for the tax year.
Because of this need for coordination, Jeff Fleming founded VIP Tax Matters, LLC,* an income tax planning firm, to provide clients with additional tools and resources to assess and reduce the impact of income taxes on their financial plan and wealth management strategies. We also use new technology to share information securely with our clients’ trusted advisors and facilitate the collaboration process.
Our broker-dealer, First Allied, is one of the leading full-service independent brokerage firms in the nation. Broker-dealers provide firms like ours with the institutional support that they need while still allowing them to be independent. First Allied has many independent firms under their umbrella and VIP Financial Matters, LLC is one of them.
Through our affiliation with First Allied, we seek to offer the objectivity of working with an independent financial consultant combined with the stability and strength of the world’s financial markets and a wealth of investment resources.
Throughout our time in the financial industry, we have built relationships with multiple insurance providers, including property and casualty agents. These professional relationships allow us to review our clients’ insurance policies, recommend coverage, and direct them in the right direction. We value the connections we have built with these knowledgeable agents.
Any advisor with a license can claim they are experienced and well-qualified to handle your investments. But not all advisors can accurately say that they are passionate about helping your family succeed holistically. When you work with VIP Financial Matters, LLC, you work with a team that is focused solely on you and your needs.
* Hippo, Fleming, & Pertile Law Office and VIP Tax Matters, LLC are separate entities and not affiliated with First Allied Securities, Inc.