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!
Disability and Your Finances
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
Inflation - Back to the Future
Even low inflation rates over an extended period of time can impact your finances in retirement.
Understanding Marginal Income Tax Brackets
An inside look at how marginal income tax brackets work.
Your credit score may influence how much you pay for auto and home insurance.
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
Here are five facts about Social Security that are important to keep in mind.
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
The item most homeowners forget on their home improvement project checklist is insurance.
Estimate the total cost in today's dollars of various mortgage alternatives.
Assess whether you are running “in the black” or “in the red” each month.
Use this calculator to estimate your capital gains tax.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
There are a number of ways to withdraw money from a qualified retirement plan.
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.
How federal estate taxes work, plus estate management documents and tactics.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
The average retirement lasts for 18 years. Are you prepared to fill that many days?
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Here’s a crash course on saving for college.