Welcome to JBA Wealth Management Group
At JBA Wealth Management Group we are committed to helping individuals and businesses work towards their financial goals. Drawing on the skills of our team of professionals, we literally custom design a plan for each client. Our computer support programs allow us to reduce masses of information to the bottom line, quickly and efficiently.
Teamwork & Technology
We pride ourselves on providing an informational service. We are not here to sell a particular product, but to pinpoint, out of thousands of alternatives, suitable options available. We can help you review life insurance, annuities, and other financial products to work towards meeting your goals.
We feel the only sensible objective of any financial review is to enhance your benefits and money supply simultaneously, not giving up one for the other, so as to work towards achieving enhanced financial protection and potential.
We encourage you to explore our site and learn more about the services we provide. Should you have any questions or would like more information on our firm, please feel free to email us at JBA Wealth Management Group or call us at 970-223-1922. We look forward to hearing from you.
Our office is located in Fort Collins, Colorado and services Loveland, Greeley, Windsor, the Greater Denver Area, and Wyoming.
Important Birthdays Over 50
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Making Sense Of A Home Warranty
Understanding the value of a home warranty.
Choosing a Mortgage
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
The true cost of raising a child may be far more than you expect.
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate how much you have the potential to earn during your working years.
Determine your potential long-term care needs and how long your current assets might last.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This questionnaire will help determine your tolerance for investment risk.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
Investment tools and strategies that can enable you to pursue your retirement goals.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
Making the most of surprises is a great reason to work with us.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Estate conservation is too important to put off. Do you have a smart exit strategy?
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?