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!
Inflation - Back to the Future
Even low inflation rates over an extended period of time can impact your finances in retirement.
Keeping Up with the Joneses
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Building Your Legacy
A four-step framework for building a personal legacy.
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
Many Americans are operating their personal finances with only the barest minimum of knowledge.
It's important to make sure your retirement strategy anticipates health-care expenses.
When considering life insurance, it's important to understand your options.
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
There’s a link between debt and stress.
Estimate your monthly and annual income from various IRA types.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator may help you estimate how long funds may last given regular withdrawals.
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Learn more about taxes, tax-favored investing, and tax strategies.
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A presentation about managing money: using it, saving it, and even getting credit.
Are you ready for retirement? Here are five words you should consider.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
The decision whether to buy or rent a home may have long-term implications.
The average retirement lasts for 18 years. Are you prepared to fill that many days?
There are three things to consider before dipping into retirement savings to pay for college.
Why are 401(k) plans, annuities, and IRAs so popular?