• 1502 Franklin Rd. SW, Roanoke VA 24016
  • +1 (540) 342-1895
VIP Planners
  • Who We Are
      • About VIP Planners
  • What We Do
      • Services
  • Why We Are Different
  • Resources
      • FAQ
      • Financial Review Checklist
      • Key Investment Questions
      • The Perfect Investment
      • Videos
      • Related Articles
  • Contact Us

Key Investment Questions

What do I invest the money in?

Learn More

The Perfect Investment

How do I put this money to work?

Read More

Financial Planning

How much money do I need at retirement in order to be assured I won’t outlive my savings?

Wealth Management

We determine the asset allocation that best fits your goals; we build a portfolio that is strategically constructed for your unique situation.

Tax Strategies

Tax planning is a crucial tool in protecting your hard-earned assets and allowing them the opportunity to grow.

Estate Planning

The earlier in your life cycle you begin to plan, the more options you have.

Education Planning

We will help you plan and set up a college savings plan.

Small Business Retirement Plans

There are several Small Business Retirement plans available.

Independent Personal Service • Trust • Experience

Offering individual attention and personal service to each clients’ unique needs.

Providing Independent Financial Planning and Wealth Management services to individuals and small corporations for over 30 years.

Blue AB Seal with web address

Quick links
  • Home
  • Who We Are
  • Services
  • Financial Review Checklist
  • Key Investment Questions
  • The Perfect Investment
contact us

+1 (540) 342-1895

vip@vipplanners.com

1502 Franklin Rd. SW, Roanoke VA 24016

© 2023 VIP Planners.
  • Follow Us:

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