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.
Passionate about helping you achieve your goals
Bob has been assisting his clients with their investment, retirement, estate and insurance planning since 1981. When not engaging with clients, he enjoys spending time with wife Diane, daughters Kristin and Rachel, and 4 grandchildren. As a lifelong drummer and percussionist, he often performs with other local musician friends. He also enjoys Italian cooking, wine and travel.
Bob has been a serving leader within the industry over his professional career, including:
Past President of the Pennsylvania Association of Insurance and Financial Advisors
Prior member of the Board of Directors of the Pennsylvania Association of Insurance and Financial Advisors
Past President of the Alle-Kiski Life Underwriters Association
Former Editor of Keynotes, a publication of the Pennsylvania Association of Insurance Financial Advisors
Prior member and chairman of The Motorists Mutual Insurance Group "President's Advisory Council"
Served on Pennsylvania Insurance Commissioner Diane Koken's Committee on Continuing Education for Licensed Producers
Served on Pennsylvania Governor Edward Rendell’s Committee for Financial Literacy
Bob is engaged with the following industry and civic organizations:
Society of Financial Service Professionals
National Association of Insurance and Financial Advisors
Leechburg Rotary Club (Past President)
Former chairman of the AKLUA Charity Golf Tournament raising funds for Western Pennsylvania School for Blind Children and Western Pennsylvania United Cerebral Palsy
Education, Designations & Securities Licenses:
BS Education, Indiana University of PA
Chartered Financial Consultant
Chartered Life Underwriter
Series 7, 6, 22 and 63 Securities Registrations
Insurance Producer Licenses for Life and Health Insurance
Specialties:
Retirement Planning
Financial Planning
Rollovers
Estate Planning
Education Planning
Life Insurance
Disability Insurance
Long Term Care
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.