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.
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.
Variable Universal Life Insurance
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
Your Emergency Fund: How Much Is Enough?
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
How the Federal Reserve Works
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
A change in your mindset during retirement may drive changes to your portfolio.
It's important to make sure your retirement strategy anticipates health-care expenses.
What does the Tax Reform and Jobs Act mean for you?
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
This calculator compares the financial impact of leasing versus buying an automobile.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Determine your potential long-term care needs and how long your current assets might last.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some key concepts to understand when investing for retirement
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
The market is as unpredictable as the weather. We’d love to help you prepare.
A bucket plan can help you be better prepared for a comfortable retirement.
The decision whether to buy or rent a home may have long-term implications.
How will you weather the ups and downs of the business cycle?
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.