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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. Foster, CFP® Contact Us

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Presentations

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Articles

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Helpful Content

Succeeding at Business Succession

Succeeding at Business Succession

There are a number of reasons for business owners to consider a business succession plan sooner rather than later.

Insurance Needs Assessment: When You're Newly Married

Insurance Needs Assessment: When You're Newly Married

Marriage changes everything, including your insurance needs.

Protecting Your Home Against Flood Loss

Protecting Your Home Against Flood Loss

Protect yourself against the damage that your homeowners policy doesn’t cover.

 

Errors and Omissions Insurance

E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.

6 Habits to Help Preserve and Encourage Generational Wealth

Six essential financial habits to protect wealth and create a legacy that lasts for generations.

Is Your Current Model Limiting Your Growth?

If you’ve been thinking what the next step in your career could look like, explore growth with the right team.

When Does Your Personal Car Become a Commercial Vehicle?

At what point can you call a personal vehicle commercial?

Money that Buys Good Health is Never Ill Spent

It's important to make sure your retirement strategy anticipates health-care expenses.

Replacing Your Medicare Card

Learn how to replace your lost, stolen, or damaged Medicare card in this helpful article.

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Long-Term-Care Needs

Estimate potential long-term care costs and what coverage may help address them.

IRA Income

Estimate the potential monthly income your IRA balance could generate in retirement.

Emergency Fund Calculator

Find out how large your emergency fund should be based on your monthly expenses.

How Much Home Can I Afford?

Estimate how much home may fit within your budget based on income and expenses.

Assess Your Life Insurance Needs

Estimate how much life insurance coverage may be appropriate for your situation.

What's Your MPG?

Calculate your vehicle's fuel efficiency and see what you're spending on gas annually.

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Surprises

Making the most of surprises is a great reason to work with us.

Preparation is the Key to Retirement

The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.

Retirement Redefined

Around the country, attitudes about retirement are shifting.

A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.

What to Do When You Lose Your Wallet

Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.

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