Values Based Wealth Management is one of the metro area’s leading retirement and financial planning firms, specializing in helping people about to retire or people who already retired get the most out of their retirement plan.
There are several benefits of retirement planning that range from both financial to personal and psychological. Planning ahead not only reduces one’s stress during retirement but also in the years leading up to it. The lack of planning can leave a cloud of uncertainty around the topic that can create an unnecessary level of stress.
Values Based Wealth Management offers free retirement and financial assessments, ensuring people’s retirement plans support their goals. They help their clients develop financial plans, guaranteeing they will not outlive their income.
Medical bills are one of the biggest life expenses that people about to retire have to consider. Even if most people do not have a history of medical complications and live a healthy lifestyle right now, it is prudent to include medical costs in one’s retirement planning. Many older adults are taking steps to build a financial margin of safety against steep medical expenses late in life.
Thinking about how to cover health-care costs in retirement shouldn’t be so stressful that it triggers a visit to the doctor. Values Based Wealth Management helps people plan for medical complications that arise from issues as they get older, unexpected medical emergencies that may arise once they are in retirement, and providing for long term care for a loved one.
In addition to helping people plan for their financial future, Values Based Wealth Management also work with Values Based Patient Advocates to help them find the best healthcare solutions at the lowest cost. If a person has medical bills that are too high for them to pay, Values Based patient advocates will work on the person’s behalf to lower the expenses and create plans to help them pay the bills off.
Providing benefits to a company’s staff covers a multitude of areas, including retirement planning. Employees preparing for the future are increasingly exploring their options beyond a typical 401K. With the changes in today’s market, navigating through retirement options can be confusing.
Values Based Wealth Management (VBWM) provides assistance to businesses, helping solve employee and owner retirement plan options. They help design the best Retirement Plans, including: 401(k)s, Simple IRAs, Simplified Employee Pension (SEP), and Deferred compensation strategies.
About Values Based Wealth Management
For over forty years, Brett W. Hagen, Founder and Director of Values Based Wealth Management, has been assisting individuals and families with protecting their wealth and establishing legacies by creating a well thought out and comfortable financial position. Brett hates Risk! – “The stock market is the worst place to invest your retirement funds. At VBWM, Job one is to not lose a single dollar. It’s that simple! Job two, never forget job one.”
At Values Based Wealth Management, their mission is Attention and Service. Attention to clients’ needs, concerns, and questions; and Service to make sure that clients’ concerns are addressed, questions answered, and decisions properly implemented.
For more information, please visit: https://valuesbasedwm.com – Call for your Free Risk Assessment Today!
Media Contact
Company Name: Values Based Wealth Management
Contact Person: Brett W. Hagen
Email: Send Email
Phone: 703-222-1300, Toll-Free: 800-765-8765, Fax: 703-222-1302
Country: United States
Website: https://valuesbasedwm.com