Who We Are
VIP Planners, Inc. is a fee-only independent, investment advisory firm based in Roanoke, Virginia
We offer personalized and objective investment management services to help our clients identify and achieve their individual goals including:
- Planning for retirement, budgeting, saving for college or other major purchases, and paying down debt.
- Researching and analyzing your investment portfolio, monitoring all your investable accounts, and buying and selling stocks, bonds, and mutual funds.
We specialize in:
- Financial planning and wealth management
- Tax planning
- Investment management
- Retirement planning
- Estate planning with your attorney
- College and other education planning
- Social security planning
- Insurance and annuity analysis
- 401k rollovers