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A MULTIDISCIPLINARY APPROACH TO PLANNING

Estate Planning | Tax Strategies | Financial Planning

Stay Safe with a B.O.P. At Your Back The Long Run: Women and Retirement When Markets React No Cash, No Checks, No Problem

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

Help create a roadmap to financial success.

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Protection

Help protect your income, wealth and legacy.

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Transfer

Help 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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Use this calculator to estimate your capital gains tax.

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Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

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Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

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

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

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You’ve made investments your whole life. Work with us to help make the most of them.

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There are three things to consider before dipping into retirement savings to pay for college.

An Arm and a Leg

A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.

Surprises

Making the most of surprises is a great reason to work with us.

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

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