The mission of V.I.P. Financial Matters, LLC located in Altoona, PA is to help our clients accumulate, protect, and transfer their wealth. We coordinate legal, tax and financial issues for our clients, and this multi-disciplinary planning approach helps to eliminate confusion, avoid costly mistakes, and to simplify their lives, all of which can give you a better peace of mind.
Our expertise, experience, and knowledge in these areas, as well as our access to teams of practicing attorneys, accountants and financial specialists set us apart from other professionals. Think about your financial life as a thousand-piece puzzle: every single piece must fit together to create the desired picture.
Our expertise, experience, and knowledge in these areas, as well as our access to teams of practicing attorneys, accountants and financial specialists set us apart from other professionals. Think about your financial life as a thousand-piece puzzle: every single piece must fit together to create the desired picture.
Services
Jeff Fleming, JD, CFP(R), CLU, ChFC, AEP, LUTCF is a client advocate for "law and money matters" and has been helping clients accumulate, protect and transfer their wealth for over thirty years. Jeff firmly believes that effective. MaryBeth Baker joined VIP Financial Matters, LLC as the Director of Client Services in 2018.
Our work together begins with a discussion of what's important to you and deciphering your financial goals and concerns. We then design and implement a comprehensive wealth management plan to help you work towards financial success.
Our multi-disciplinary approach will help you coordinate your legal, tax and financial matters and our interactive planning framework will help you stay on track, eliminate confusion and costly mistakes, and simplify your financial lives.Together, we will focus on your goals and plan a comprehensive wealth management strategy to help you address your short and long-term financial goals.
Our multi-disciplinary approach will help you coordinate your legal, tax and financial matters and our interactive planning framework will help you stay on track, eliminate confusion and costly mistakes, and simplify your financial lives.Together, we will focus on your goals and plan a comprehensive wealth management strategy to help you address your short and long-term financial goals.
In October of 2016, Jeff had a personal experience that influenced the way he thought about wealth management. After his mother's passing, his father suddenly became responsible for paying bills, managing cash flow, income taxes and investment decisions, most of which his mother handled while she was alive.
We offer a unique advantage in the financial planning industry because we collaborate with CPAs, attorneys, and financial advisors. The foundation for knowledge and confidence is partnering with a professional that not only understands the legal and financial implications of your decisions, but also understands why it matters.
AdviceWorks(R) makes it even easier for us to work toward your big picture for the future-however you define it. AdviceWorks gives you a holistic view of your finances, helping you keep track of your financial goals and your progress toward them, while fostering seamless collaboration between us-whether you're at home, at work, or on the go.
