Investment Company in Roanoke, VA
Our philosophy is to work with customers to design a financial plan that covers all kinds of their financial lives. We meet with customers personally to identify their aims, objectives, and current financial requirements. We listen to how they feel about money, how much risk they wish to tolerate, their fears about money and their desires. After assessing their requirements, we evolve a diversified investment portfolio that finest suits their particular aims desires. Once a customer's account is founded, we continue to monitor their portfolios to assist them achieve their personal goals.
read moreFounded in 1985, VIP Planners, Inc. is a Registered Investment Advisory firm specializing in wealth management. Our clients include individuals, families and small businesses. VIP Planners is very proud to be an independent firm which means you will get the benefits of working with a boutique firm rather than a national chain. We work one-on-one to provide a personal, comprehensive, financial plan tailored for each client's goals and needs. Terry VandeLinde has been managing VIP Planners, Inc. since 1985.
read moreOne of the greatest responsibilities in life is planning a financial future. VIP Planners, Inc. provides individuals and families a holistic approach to wealth management. We work with you one-on-one to analyze your monthly budget, establish short and long-term goals, and develop a plan to secure your retirement, pay down debt, or save for major purchases. You will receive unbiased financial guidance and can feel confident in the knowledge your best interests are our priority. Financial Planning - Most people have one or more retirement savings accounts, and contribute regularly, but few can answer the question, "How much money do I need at retirement in order to be assured I won't outlive my savings?"
read moreVIP 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.
read moreOur primary focus is portfolio management, however, we provide financial advice and money management to both individuals and businesses. We utilize the most comprehensive portfolio management tools available to provide high quality and independent in-depth analysis reporting. We work towards improving each clients wealth by taking a personalized approach to advising and managing their individual situations. Our expertise, creativity and dedication to our clients have translated into long-standing relationships over many generations.