What We Do VIP Planners

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+1 (540) 342-1895

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1502 Franklin Rd. SW, Roanoke VA 24016

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What We Do

What We Do

VIP Planners, Inc. offers personalized and objective investment management services to help our clients identify and achieve their individual financial goals. We are proud to offer individual attention and personal service tailored to your unique needs. We do the work for you, so you can focus on what really matters, life.

We utilize the most comprehensive portfolio management tools available to provide high-quality, independent and in-depth analysis reporting. We work towards improving each client’s wealth by taking a personalized approach to advising and managing their individual situations. Our expertise, creativity and dedication to our clients have translated into long-standing relationships over many generations.

We specialize in:

Financial Planning and Wealth Management
Retirement Planning
Estate Planning (along with an attorney)
Tax Strategies
College and other education planning
Social Security Planning
Insurance and annuity analysis
401k rollovers

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

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+1 (540) 342-1895

vip@vipplanners.com

1502 Franklin Rd. SW, Roanoke VA 24016

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