Guiding Clients to Confidence
Delivering comprehensive legal and financial expertise with a collaborative, caring, and relational approach.
Our History
Years of experience have prepared us to guide you through your life transitions.
An Attentive Advisor for Your Legal, Financial and Tax Life
Jeff Fleming, JD, CFP, CWS, CLU, ChFC, AEP, LUTCF, is a skilled and staunch advocate for his clients with a firm belief that effective planning and wealth management requires the integration of legal, financial, and tax issues. With that viewpoint, Jeff created Law and Money Matters, a network of professionals and companies that work together to create a client-centric, multidisciplinary approach that addresses financial management, estate planning, and elder law concerns.
Effective Strategies and Caring Professionals
When you choose a financial planning advisor, you are looking for a firm with a wide range of knowledge and experience. You want to find everything you need together in one place, and that's what VIP Financial offers you. Along with that comprehensive service menu, we support your journey with personalized attention from caring professionals who are committed to your best interests for the long term.
Guiding Individuals, Families, & Business Owners
Our clients come to us in different stages of life and with varied levels of financial confidence. No matter where you are today, we work to help you get to where you want to go. Whether you are starting out, nearing retirement, retired, or running a company, we understand the challenges and opportunities you face. We develop productive, long-term relationships with our clients so we can deliver effective and adaptable support.