Delivering comprehensive legal and financial expertise with a collaborative, caring, and relational approach.
We create strategies that are tailored to your needs and goals.
Years of experience have prepared us to guide you through your life transitions.
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.
VIP Financial supports clients in every stage of their financial journey with a complete array of financial planning, tax management, and legal services.
We advocate for clients to help them sort through the noise and myths by providing timely and relevant information, guidance, and cousel unique to individual situations.
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.
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.
Connect with us today to learn how VIP Financial can help you achieve your goals.
1401 9th Avenue
Altoona, PA 16602
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