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
The Investment Risk No One’s Ever Heard Of
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
Top 5 Things to Tell Your Financial Pro
Here are the top 5 things your team may want to hear.
Does Your Portfolio Fit Your Retirement Lifestyle?
Lifestyle considerations in creating your retirement portfolio.
Planning for Today’s Retirement Reality
As inflation and market volatility hit, learn how to secure your retirement to maintain your lifestyle
Who Is Your Trusted Contact?
This investment account question is vital and answered as early as possible.
Term vs. Permanent Life Insurance
When considering life insurance, it's important to understand your options.
Social Security: Five Facts You Need to Know
Here are five facts about Social Security that are important to keep in mind.
Prescription Drug Benefits Under Medicare (Part D)
Do you need to enroll in Medicare Part D? Read this article to learn more about whether you need this coverage
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My Retirement Savings
See how your current savings rate and contributions may grow into retirement income.
Debt vs. Investment
Weigh the potential outcomes of paying off debt versus directing those dollars elsewhere.
Debt-to-Income Ratio Calculator
Calculate your debt-to-income ratio to understand how lenders may view your financial health.
Inflation & Retirement
See how inflation over time could affect the purchasing power of your retirement income.
How Much Home Can I Afford?
Estimate how much home may fit within your budget based on income and expenses.
How Compound Interest Works
Explore how compound interest can grow your money over time with this interactive tool.
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Behavioral Finance
An amusing and whimsical look at behavioral finance best practices for investors.
Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.
Retirement Accounts When You Change Your Job
This video explores what to do with retirement accounts when you move on from your job.
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.