Why We Are Different

As a Registered Investment Advisor, VIP Planners is required by law to put our clients’ needs above our own.

As an independent fiduciary advisor we have the freedom to develop your financial plan and investment strategy with your needs and interest in mind.

As total wealth managers we can provide all of the services and advantages without the conflicts of a large firm.

Holistic Approach: Through years of expert personalized service we have the knowledge to look at your entire financial picture. We can do all of the work for you including consolidating your existing accounts, opening new accounts, rollovers of any pension plans, 401-k’s or IRA’s.

Once you are a client of VIP Planners you can expect us to handle all of the buying and selling and of course by monitoring your accounts we will also rebalance your investments as needed.

With over 30 years experience we have the time and expertise to research, analyze and monitor your investment portfolios to help you reach the best possible outcome.

At VIP Planners, we pride ourselves on a unique and approachable way of doing business. Contact us to learn how we can help you.