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Guiding Clients to Confidence

Guiding Clients to Confidence

Delivering comprehensive legal and financial expertise with a collaborative, caring, and relational approach.

Our Process

Our Process

We create strategies that are tailored to your needs and goals.

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Our History

Our History

Years of experience have prepared us to guide you through your life transitions.

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An Attentive Advisor for Your Legal, Financial and Tax Life

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. 

Meet Jeff Fleming

Comprehensive Wealth Management

VIP Financial supports clients in every stage of their financial journey with a complete array of financial planning, tax management, and legal services.

Wealth Management Services

Estate Planning & Elder Law

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. 

Law and Money Matters
Effective Strategies and Caring Professionals

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

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.

Contact Us Today

Call Us

(814) 943-7075


Address

1401 9th Avenue

Altoona, PA 16602

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