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