Just for fun.
"Investing apps have put the process of investing in the palm of your hand. But while having easy access to your portfolio may be useful for some investors, it might not always be the best thing for your money." #investing #technology https://bit.ly/2RO8Ouh
Your financial needs and priorities are as unique as you are. But understanding what drives your decisions around money is one of the most important aspects of developing a customized financial strategy designed to pursue your goals for the future. #estateplanning #wealthmanagment
https://www.vipfinancialmatters.com/decipher
Building wealth is not just about how much you save, but also how much you spend. Breaking down monthly and yearly expenditures can give you a clear picture of your household budget and its pitfalls. #financialgoals #wealthmanagment https://bit.ly/3mktTul
Here are VIP Financial Matters we are working hard to protect your financial future. Have questions on what services we provide? Give us a call at (814) 943-7075! #estateplanning #wealthmanagment
In a recent survey, 74% of current workers stated they plan to work for pay after retiring. And that possibility raises an interesting question: how will working affect Social Security benefits? #retirement #financialplanning
https://bit.ly/2Fx2hRU
www.VIPFinancialMatters.com
814.943.7075
Historic Central Trust Building
1218 Eleventh Avenue
Altoona, PA 16601
Fax: 814.943.7656
Securities offered through First Allied Securities, Inc. Member FINRA/SIPC.
Investment advisory services offered through First Allied Advisory Services, Inc., a Registered Investment Adviser.
Legal and Tax Advice are services NOT offered by First Allied Securities, Inc.
Most people don't spend too much time thinking about their own funeral, and yet many of us have a vision about our memorial service or the handling of our remains. A letter of instructions can help you accomplish that goal. #estateplanning #wealthmanagment https://bit.ly/372WX4t
Retirement is becoming more and more expensive, and heading into your senior years with at least $1 million in the bank isn't an unrealistic goal. In fact, the average American expects retirement to cost a whopping $1.9 million, according to a survey from Charles Schwab. #retirement #financialplanning https://bit.ly/33bhcue
Determining how fast you’re comfortable traveling on your investment journey is the first step in helping your financial professional develop an investment strategy that’s perfect for you. Everyone has a Risk Number. Let’s find yours. #investing #wealthmanagment https://go.riskalyze.com/start-rq
VIP Financial Matters is proud to call Central Pennsylvania home. #altoonapa #statecollegepa
If you are one of the many Americans who are in a second marriage, you may need to revisit your estate strategy in order to address children from a prior marriage and the disposition of assets accumulated prior to the second marriage. #retirement #financialplanning https://bit.ly/3i8FSb1
At VIP Financial Matters our focus on wealth management is deeply personal and remains the same. No matter how your wealth is defined or measured, real wealth management is defined by action. #wealthmanagment #financialplanning
https://bit.ly/3oqbpJQ
Looking for a financial ally? Here is why you should choose to work with VIP Financial Matters. #financialplanner #wealthmanagment
Do your investments accumulate like old receipts in a junk drawer? If your answer is yes, it may be time to call VIP Financial Matters! #investing #financialplanning https://bit.ly/3odKHnV
Advice anyone? #financialplanning #wealthmanagment
Business succession is a complicated exercise that involves a complex set of tax rules and regulations. Consider working with legal and tax professionals who are familiar with the process. #estateplanning #wealthmanagment https://bit.ly/3dC0HLq
With over 30 years of law and financial experience, Jeff Flemming shares what he gains from working with clients. #financialplanning #altoonapa
Celebrating Jeff's birthday this week! Here is what MaryBeth had to say about our great boss. “Finding my career with Jeff has been a blessing. I am delighted to work for Jeff and be a member of the staff of VIP Financial Matters, LLC. My day to day duties are rewarding and appreciated by Jeff which is pleasing to me. Jeff’s honor to his career, clients, staff and family is gratifying. It is a pleasure to be a part of VIP Financial Matters, LLC. Here’s to many more happy years and birthday’s for my Boss Man!”
VIP Financial Matters highly recommends Press Box Printing for all of your printing needs. They are fast, affordable, and do great work! Before going with them, we tried our hand at VistaPrint. However, with its limited design options, we could not get what we wanted. Press Box Printing took the time to listen to our needs and soon after delivered a timely proof of our designs. Thank you, Press Box Printing! We love our cards! http://pressboxprinting.com/
VIP Financial Matters is growing and looking to add qualified financial advisors to their team. For more information, message us today.
Most of us do not have the time or knowledge to effectively plan and manage our own long-term accumulation of wealth, which is often why we turn to an advisor for guidance. Before you select a wealth management and estate planning advisor, there are a few things to consider and define. #wealthmanagment #financialplanning https://bit.ly/2YVVAix
Check out the Q&A we did with our new Client Services Specialist Garett Mansfield! 1. What is your favorite thing about your job? or what do you want clients to know about the work you do for them? I believe we are called to be good stewards with all our resources. Through this lens, I hope to build trusting relationships with our clients and deliver a personal touch to their experience with VIP Financial Matters.
2. What is your favorite way to send your free time? Broadcasting local sports for the Lightner Communications stations in Altoona; watching movies and reading books about American history
3. What is your favorite quote? “Be sure to put your feet in the right place, then stand firm.” -Abraham Lincoln
4. What is your favorite office drink? Coffee
Planning the first meeting with your financial planner? Here are five questions to ask your financial planner to make the most of the financial planning relationship. #financialplanning #wealthmanagment
We are pleased to welcome Garett Mansfield as our new Client Services Specialist!
The latest commentary from @CeteraIM discusses the recent market volatility due to increased speculative trading by retail investors. Click here to ready more: https://bit.ly/2NNgkH4
#volatility #markets #stocks
