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.
The Rule of 72
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
What Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
Here are six flags that may make your tax return prime for an IRS audit.
Beware of these traps that could upend your retirement.
When you’re married and have children, insurance needs will be different.
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Determine your potential long-term care needs and how long your current assets might last.
This calculator demonstrates the power of compound interest.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
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.
If you died, what would happen to your email archives, social profiles and online accounts?
Are you ready for retirement? Here are five words you should consider.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
You’ve made investments your whole life. Work with us to help make the most of them.
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?