V.I.P. PLANNERS, INC. Information

VIP Planners is a registered investment planning company which offers a variety of financial, investment and wealth management services. Our philosophy is to work with clients to design a financial plan that covers all aspects of their financial lives. We meet with clients personally to identify their goals, objectives, and current financial needs. 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 needs, we develop a diversified investment portfolio that best suits their particular goals and desires. Once a client's account is established, we continue to monitor their portfolios to help them achieve their individual goals. At VIP Planners, our investment strategy is based on research and analysis. By researching economic indicators, business cycles, money supply, global business conditions and other factors, we select investments that meet our criteria. The most important criteria is choosing investments we anticipate will have above average returns with average or below average risk. We constantly monitor a variety of investment vehicles looking for those we believe will meet our expectations. Every investment has its own set of risks and returns. We group investments into 3 categories: conservative, moderate and aggressive. Based on our clients feedback, we select those investments that are most appropriate to their individual goals and situations. VIPs personal hands on service and expertise set us apart from other companies. We are available to our clients in person, by phone, e-mail, or fax. Customized information is provided on each of our clients portfolios in the form of quarterly reports that detail the performance of each investment as well as its cost basis for tax purposes. We also offer information and additional opportunities for clients to learn more about their investments through symposiums, educational material and one on one discussions. The goal of VIP Planners is to improve our clients current ...