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+1 (540) 342-1895
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1502 Franklin Rd. SW, Roanoke VA 24016
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Wealth Management

Wealth Management

A savings plan to reach an accumulation goal has four distinct, yet interrelated, factors, each of which contributes to the success or failure of the plan.

Contribution amount: How much is being saved? Should more or less be put aside? Is inflation being considered in future contribution amounts?

Rate of return: How much is being earned in interest, dividends or capital growth? Can a higher return be earned, without greater risk? How is the growth taxed?

Time frame: How much time remains to reach the goal? Can the time frame be shortened or should it be extended? Compound interest will have its greatest impact in later years. Adding a year or two (or more) can be a tremendous help.

Amount of the goal: Can the goal amount be adjusted? How much is really needed? Sometimes the most difficult factor to adjust is the goal amount, due to an emotional attachment.

At VIP Planners, we will develop a plan with you and for you that will maintain and increase your wealth based on your individual financial situation, goals and comfort level with risk. We will adjust your portfolio to current market conditions as opportunities are presented and we consider short and long-term tax and estate consequences.

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We offer personalized and objective investment management services to help our clients identify and achieve their individual goals.
1502 Franklin Rd. SW, Roanoke VA 24016
+1 (540) 342-1895
vip@vipplanners.com

V. I. P. Planners, Inc. BBB Business Review

Contact Us

+1 (540) 342-1895

vip@vipplanners.com

1502 Franklin Rd. SW, Roanoke VA 24016

© Copyright 2025 VIP Planners. All Rights Reserved.

VIP Planners, Inc., an independent Registered Investment Advisor based in Roanoke, VA, helps clients protect their retirement assets and income. Our independence ensures a fiduciary duty to work in our clients’ best interests. As objective advisors, we select from a wide range of products and services that are appropriate for each client’s situation. The information in this web site is not investment or securities advice and does not constitute an offer.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation.

Investment advisory services offered by VIP Planners, Inc., a registered investment advisory firm. This information is designed to provide general information on the subjects covered. The specialized information we provide regarding tax minimization planning is not intended to (and cannot) be used by anyone to avoid paying federal, state or local municipalities taxes or penalties.

You should seek advice based on your particular circumstances from an independent tax advisor as tax laws are subject to interpretation, legislative change and unique to every specific taxpayer’s particular set of facts and circumstances.

Insurance and annuity products offered through Terry L. VandeLinde, licensed in VA, License # 687946