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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

What to Look for in a Long-Term Care Policy

What to Look for in a Long-Term Care Policy

Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.

Insuring Your Second Home

Insuring Your Second Home

There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.

Rightsizing for Retirement

Rightsizing for Retirement

What does your home really cost?

 

You Would Rather Be...

Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.

When Life Insurance Becomes Taxable

Life insurance proceeds are generally tax-free. But not in all cases.

The Lowdown on Those Free Credit Scores

What’s the deal with your yearly free credit report?

Good Health is Good Business

Good employee health can be great for the company’s bottom line.

Budget Check Up: Tax Time Is the Right Time

Tax preparation may be the perfect time to give the household budget a check-up.

How Does Your Credit Score Compare?

Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.

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A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

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Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

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Women and Retirement

Women must be ready to spend, on average, more years in retirement than men.

Should You Invest in Exchange Traded Funds?

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

What Our Kids Can Teach us About Saving Money

Would you guess that Millennials are effectively saving for retirement? Well, they are.

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

18 Years Worth of Days

The average retirement lasts for 18 years. Are you prepared to fill that many days?

The Other Sure Thing

Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?

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