Financial planning often gets put on the backburner. Then once you do make the time, you are given additional tasks that you must fulfill to complete your plans. Last wishes, tax strategies, document handling; this is a normal part of the planning process. Within a multi-disciplinary practice, we can make the most of the time you have to plan. Fulfilling your wishes, and your dreams, without the hassle. For a free consultation, call us today at (814) 250-0502
Accumulation | Protection | Transfer
Since 2009, VIP Financial Matters
has been an advisory hub for people looking to clarify their financial goals and take actionable steps towards maximizing their financial future. We're passionate about helping families fulfill their financial dreams and plans. We do this by assisting clients in clearly understanding their current financial situation while providing them with a roadmap to their future economic success. Our team of advisors and legal experts will also help you protect your assets and reduce the amount you're paying on taxes and other costs to maximize your wealth.
- Wealth Management Services - to make the most out of your hard-earned assets
- Financial planning - to take control of your current and future financial goals
- Financial advising - when questions arise and changes occur in your current plan
- Investment planning - to reach the economic goals you've identified
- Business Planning – to ensure the succession of the business you worked to build when you're gone and to make sure you attain and enjoy your success while you're here
- Estate Planning - to maximize your finances and ensure that they continue for those you love, and for the causes you support
- Assistance with tax planning
Please Schedule an Appointment With Us
Don't go another day without feeling confident about the direction of your financial future. Contact one of our professionals today at (814) 250-0502 for a free consultation.