Understanding Today's Financial Environment
Welcome to GBA Financial, your independent full-service financial firm in Rochester, Illinois. We are here to help you take a proactive approach to your personal financial situation while remaining committed to a high standard of integrity and professionalism. We look forward to using our experience to help you pursue your financial goals.Services We Offer Jenny L. Kleinschmidt, CFP® Contact Us
Is a SEP-IRA Right for Your Business?
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Test Your Life Insurance Knowledge
How much do you know about one of the most important tools you have to help protect your and your family’s financial future?
How to Appeal Your Property Taxes
For homeowners who think their property taxes are too high, there are ways to appeal.
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
Being healthy not only makes you feel good, it may also help you financially.
Probate can be a completely public process, or it can be managed to include as little information as possible.
Enter various payment options and determine how long it may take to pay off a credit card.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator demonstrates the power of compound interest.
Estimate how much of your Social Security benefit may be considered taxable.
Assess how many days you'll work to pay your federal tax liability.
A presentation about managing money: using it, saving it, and even getting credit.
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.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
There are some smart strategies that may help you pursue your investment objectives
$1 million in a diversified portfolio could help finance part of your retirement.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
A special needs trust helps care for a special needs child when you’re gone.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
There are a few things to consider when buying or leasing your next vehicle.
Here are five facts about Social Security that might surprise you.