Welcome to Values Based Wealth Management
Managing family wealth is a very COMPLEX and IMPORTANT RESPONSIBILITY. A strong, open and involved relationship must be created and established. The family's current dynamics, current and future goals are discussed thoroughly. We at Values Based Wealth Management start by examining what your values are.
For over thirty-five years we at Values Based Wealth Management have been assisting families in protecting their wealth and establishing legacies by creating a well thought out and comfortable financial position.
We encourage you to read through our Founder's Message, Our 5 Step Approach and Family Wealth areas, to understand our company and our methods and processes further. Please look over our Events tab.
Spend time exploring the other areas of our site, drill down. We hope you find the resources that we provide to be helpful.
We will always have time for your suggestions and referrals. Thanks again!
Call us with any financial questions that you have.
We are here to serve!
Where Will Your Retirement Money Come From?
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Volunteering in Retirement
For many, retirement includes contributing their time and talents to an organization in need.
And the Executor Is
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Calculating your potential Social Security benefit is a three-step process.
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
Life insurance proceeds are generally tax-free. But not in all cases.
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
Second marriages are a trigger event to revisit any existing estate strategies.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator demonstrates the power of compound interest.
This calculator can help you estimate how much you may need to save for retirement.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
Learn more about taxes, tax-favored investing, and tax strategies.
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
It’s never a bad time to speak with your financial advisor about changes in your situation.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
There’s an alarming difference between perception and reality for current and future retirees.
A bucket plan can help you be better prepared for a comfortable retirement.
Women must be ready to spend, on average, more years in retirement than men.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.