Home
 Company/Services
 Contact
top
This Site Copyright VIP Planners, Inc. 1999
Our Vision
In all of our professional relationships, we pledge every conscientious effort to make a positive financial difference in the lives of our clients and their families.
In order to fulfill our Vision, we are committed to the following principles.
marble  Attitudes based on proper principles
marble

Growth and Development of our Staff
marble  Pride in the Quality
of our Work
marble

Maintaining Balance of Vision  and Values
marble  Personalized Service
marble

Providing Expert Advice
VIP Planners is a registered investment planning company which offers a variety of financial, investment and wealth management services.
Our philosophy is to work with clients to design a financial plan that covers all aspects of their financial lives. We meet with clients personally to identify their goals, objectives, and current financial needs. We listen to how they feel about money, how much risk they wish to tolerate, their fears about money and their desires. After assessing their needs, we develop a diversified investment portfolio that best suits their particular goals and desires. Once a client's account is established, we continue to monitor their portfolios to help them achieve their individual goals.
At VIP Planners, our investment strategy is based on research and analysis. By researching economic indicators, business cycles, money supply, global business conditions and other factors, we select investments that meet our criteria.  The most important criteria is choosing investments we anticipate will have above average returns with average or below average risk. We constantly monitor a variety of investment vehicles looking for those we believe will meet our expectations.
Every investment has its own set of risks and returns. We group investments into 3 categories: conservative, moderate and aggressive. Based on our clients´ feedback, we select those investments that are most appropriate to their individual  goals and situations.
VIP´s personal hands on service and expertise set us apart from other companies. We are available to our clients in person, by phone, e-mail, or fax. Customized information is provided on each of our clients´ portfolios in the form of quarterly reports that detail the performance of each investment as well as its cost basis for tax purposes. We also offer information and additional opportunities for clients to learn more about their investments through symposiums, educational material and one on one discussions.
The goal of VIP Planners is to improve our clients´ current financial situation, build strong, long-lasting relationships and achieve the greatest success and satisfaction for them.
VIP Planners welcomes the opportunity to discuss your interest in financial planning. There is no fee for an initial consultation.
VIP Planners, Inc.
1502 Franklin Rd. SW
Roanoke VA 24016
(540) 342-1895
(800) 285-5439
vip@vipplanners.com
All information contained herein is for information purposes only and does not constitute a solicitation or offer to sell securities or investment advisory services. Such an offer can only be made in states where VIP Planners, Inc. is notice-filed or where an exemption from such registration is available, and no new account will be accepted unless and until all local regulations have been satisfied. Please let us know where your home state is when asking for additional information. This presentation does not purport to be a complete description of our performance or investment services. It is not our intention to state or imply in any manner that past results and profitability is an indication of future performance. All material presented is compiled from sources believed to be reliable. However, accuracy cannot be guaranteed. Any opinions expressed herein are statements of judgement as of date of publication and are subject to change without notice. This presentation is intended to provide general public investment information and in no way claims to consider individual financial information or circumstances.
[Home] [Company/Services] [Contact Us]