Broker Check

Will you have enough income?

You need more money for retirement than you think.

Unlike many other advisors and brokers, we know that three-decade two-person retirements are essentially a problem of income, as opposed to principal. You don’t bring your account statement to the supermarket every week, you bring your income.

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Critical Estate Documents

Critical Estate Documents

Sound estate management includes creating financial and healthcare documents. Here's an inside look.
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Money that Buys Good Health is Never Ill Spent

Money that Buys Good Health is Never Ill Spent

It's important to make sure your retirement strategy anticipates health-care expenses.
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Social Security Taxes

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.
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Understanding Your Estate: Critical Elements of an Estate Strategy

Establishing an estate strategy is crucial, yet many wait too long to put their wishes in writing. Use this helpful guide to review your estate strategy and start conversations with your loved ones, financial professionals, and legal team.

How ValueAligned Can Help

Our firm is about the solution.

Our firm is about the solution.

ValueAligned can help you figure out how much money you will need to retire, how much annual income you will have from your investments, and which shares of great companies to buy and own.

You will stop worrying about the economy and the stock market.

Daniel C Berkowitz

Associate, Social Media Marketing Coordinator, Advisor Assistant, Accountant

David L Berkowitz

Founder, Managing Partner, Chief Investment Officer

Will Siegfried

Managing Director, Investment Director, Planning Assistant, Trader

William “Bill” Berkowitz

Co-Founder and Inspiration

VAP always act in your best interests.

Thank you!
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