Phone:  (941) 637-9911 - Florida

                 (989) 366-9911 - Michigan

E-mail:  information@vipfinancialadvisors.com

Latest News

Ribbon Cutting Ceremony at the Florida Office

 

VIP Financial Advisors held their Ribbon Cutting Ceremony at the Florida Office on Thursday, December 8, 2011. 

Free Newsletter

Sign up for our FREE Finance
E-Newsletter!
To prevent Spam, please enter the answer to this security question in the first box below: 1+1 = ?
Name:
E-mail:

Tell a Friend

Click below to tell a friend about our website!

Market Watch

DJIA -----.-- --.-- --.--%
Nasdaq ----.-- --.-- --.--%
S&P 500 ----.-- --.-- --.--%
Russell 2000 ---.-- --.-- --.--%
* All data is delayed at least 15 minutes.
Seperate multiple lookups with a comma

Punta Gorda Chamber of Commerce

Services

 


Investments
  • Mutual Funds
  • Educational IRA
  • Brokerage Accounts
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Variable Annuity
 

Financial Planning
  • Retirement Planning
  • Tax Saving Strategies 
  • 401(k) Planning
  • 403(b) Planning
  • College Plans
  • Estate Plans
  • Money Purchase Pension Plans
  • Profit Sharing Plans

Insurance
  • Disability Income Insurance
  • Life Insurance
  • Long Term Care Insurance
  • Annuities
 

Tax Planning Services Available
Through Professional Referral
  • Relocation Tax Issues
  • State Tax Return Preparation
  • Representation Before the IRS
  • Tax Return Preparation
  • Individual Tax Preparation and Planning
  • Business Start Up, Counsel and Corporate Taxes
  • Small Business Accounting Services
  • IRS and State Tax Audits
  • Income, Gift and Estate Tax Returns