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1136 East Stuart Street
Bldg 2; Suite 2-100
Fort Collins, CO 80525

(970) 223-1922

 
Perception vs. Reality 18 Years Worth of Days Bridging the Confidence Gap Tuning Your Social Security Benefit

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 your goals.

Our Purpose

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 pursue 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.

Helpful Content

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Inflation & Your Money

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Alternative Investments - Going Mainstream

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What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

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Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

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This calculator can help you estimate how much you may need to save for retirement.

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Principles that can help create a portfolio designed to pursue investment goals.

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There are some key concepts to understand when investing for retirement

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A presentation about managing money: using it, saving it, and even getting credit.

Principles of Preserving Wealth

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Tax Management Strategies

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Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.

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Do you know how to set up your financial goals for success? This knight does.

16 Wall Street Cliches in 60 Seconds

Pundits say a lot of things about the markets. Let's see if you can keep up.

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In good times and bad, consistently saving a percentage of your income is a sound financial practice.

Jane Bond: Decoding Diversification

Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.

Should You Invest in Exchange Traded Funds?

There are hundreds of ETFs available. Should you invest in them?

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