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. Foster, CFP® Contact Us
Helpful Content
How Insurance Supports Your Financial Goals
Discover how insurance can protect your income, family, and future while supporting long-term strategic financial planning.
Retirement Is a Beginning
Key questions to answer when you are considering retirement.
Trends in Charitable Giving
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
How Income Taxes Work
A quick look at how federal income taxes work.
Retiring Wild: National Parks and You
Get ready to enjoy America’s national park system with this helpful article.
The Great Debate Continues: Active vs. Passive
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Financially Savvy at Six Figures
Help your clients with these practical steps to make the most of their six-figure income.
Are You Using the Right Technology?
Discover how the right team & technology boost client success.
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How Can I Save a Million Dollars?
See what it takes in monthly contributions and time to reach a million-dollar savings goal.
What Is the Dividend Yield?
Calculate the dividend yield of a holding and see what that means for income over time.
Comparing Investments
Compare two different scenarios side by side to see how they stack up over time.
How Much Home Can I Afford?
Estimate how much home may fit within your budget based on income and expenses.
How Much Do I Need To Retire?
How much is enough to retire? It depends on your lifestyle, timeline, and more. Use this calculator to get a personalized est
Monthly Budget
Track your monthly income and expenses to get a clearer view of your cash flow.
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The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.
Top 5 Things to Tell Your Financial Pro
Here are the top 5 things your team may want to hear.
Investments
You’ve made investments your whole life. Work with us to help make the most of them.
Saving for College 101
Here's a crash course on saving for college.
What to Do When You Lose Your Wallet
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
How Cash Apps Work
Peer-to-peer payment apps are one of the newest ways to send money.