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A MULTIDISCIPLINARY APPROACH TO PLANNING

Estate Planning | Tax Strategies | Financial Planning

Preparing For the Ultimate Vacation Don't Buy The Hype A New Way to Look at Your Bucket List Surprise! You’ve Got Money!

A Multi-Disciplinary Approach to Planning

The mission of V.I.P. Financial Matters, LLC located in Altoona, PA 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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Helpful Content

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Red Flags for Tax Auditors

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Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

The Anatomy of an Index

The Anatomy of an Index

The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.

 

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Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

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Using smart management to get more of what you want and free up assets to invest.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

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The chances of needing long-term care, its cost, and strategies for covering that cost.

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How federal estate taxes work, plus estate management documents and tactics.

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It’s never a bad time to speak with your financial advisor about changes in your situation.

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Inflation and Your Portfolio

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Social Security: By the Numbers

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