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!
How Does Your Credit Score Compare?
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
U.S. Personal Savings Rate
What can be learned from the savings rate?
Social Security Benefits: How Much Will I Receive
Calculating your potential Social Security benefit is a three-step process.
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Can you keep up with your children’s mobile slang?
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
Don’t overlook the need for renter’s insurance if you rent your home.
Estimate how much of your Social Security benefit may be considered taxable.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator shows how inflation over the years has impacted purchasing power.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Determine your potential long-term care needs and how long your current assets might last.
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
Learn more about taxes, tax-favored investing, and tax strategies.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Making the most of surprises is a great reason to work with us.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
When do you need a will? The answer is easy: Right Now.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.