VIP Financial Matters, LLC
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Wealth management firm dedicated to helping clients accumulate, protect and transfer wealth. The mission of V.I.P.
Financial Matters, LLC 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 provides peace of mind. Our expertise, experience, and knowledge in these areas, as well as our access
07/11/2022
What will your family do if you can't earn an income? Here are steps you can take today.
Disability Income This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
07/08/2022
As talk of recession builds, investors are looking to manage risk in their portfolios.
Monthly Market Insights | July 2022 The Dow Jones Industrial Average lost 6.71 percent, while the Standard & Poor’s 500 Index fell 8.39 percent. The tech-heavy Nasdaq Composite dropped 8.71 percent.1
07/08/2022
This piece presents an overview of fundamental steps to consider when a loved one passes.
A Checklist for When a Spouse or Parent Passes An overview of some fundamental steps when a loved one passes.
07/07/2022
Renter? Think you’re covered by the owner’s insurance? Do a double check.
An Overview of Renter’s Insurance Don’t overlook the need for renter’s insurance if you rent your home.
07/06/2022
15-year vs. 30-year: know your refinancing options.
Lots of Variables with Fixed-Rate Mortgages When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
07/05/2022
Mortgage lenders consider many personal factors when deciding whether you can afford a home.
How Much Home Can I Afford? With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Three tips for giving smart from the heart.
07/01/2022
This Quarterly Recap summarizes market performance, major events and news from Q2 2022. Read more here: https://bit.ly/3bMq28F
07/01/2022
How long will your retirement money last with regular withdrawals? Have you run the numbers?
A Look at Systematic Withdrawals This calculator may help you estimate how long funds may last given regular withdrawals.
06/30/2022
All those years of work can add up to a small fortune. What's your strategy for your money?
Lifetime of Earnings Estimate how much you have the potential to earn during your working years.
06/30/2022
Why should you work with a financial advisor, and more specifically, why should you work with VIP Financial Matters?
Read about it here: https://www.vipfinancialmatters.com/p/why-work-with-us
06/29/2022
Does your business have a retirement strategy that fits your short, long-term needs?
Choosing a Retirement Plan that Fits Your Business To choose a plan, it’s important to ask yourself four key questions.
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Opening Hours
| Monday | 9am - 5pm |
| Tuesday | 9am - 5pm |
| Wednesday | 9am - 5pm |
| Thursday | 9am - 5pm |