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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.

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Helpful Content

Fixed or Variable Mortgage, Which Should You Pick?

Fixed or Variable Mortgage, Which Should You Pick?

When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.

Long-Term-Care Needs

Long-Term-Care Needs

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

Lifetime of Earnings

Lifetime of Earnings

Estimate how much you may earn over your working years based on your current income.

 

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 Financial Habits for a Secure and Successful Retirement

Learn six practical financial habits to manage income, healthcare, and legacy for a secure and fulfilling retirement.

Retiring Wild: National Parks and You

Get ready to enjoy America’s national park system with this helpful article.

Intellectual Property and Your Estate

Do you have intellectual property? Consider how you might include your IP into your estate strategy in this detailed article.

Gun Ownership and Your Homeowners Policy

Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.

A Checklist for When a Spouse or Parent Passes

An overview of some fundamental steps when a loved one passes.

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Inflation & Retirement

See how inflation over time could affect the purchasing power of your retirement income.

What's Your MPG?

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

The Power of 401k Catch-Ups

See how catch-up contributions after age 50 could significantly boost your retirement balance.

Long-Term-Care Needs

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

How Can I Save a Million Dollars?

See what it takes in monthly contributions and time to reach a million-dollar savings goal.

Assess Your Life Insurance Needs

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

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The Latte Lie and Other Myths

Check out this video to begin separating fact from fiction.

It May Be Time for a Financial Checkup

It’s never a bad time to speak with your financial professional about changes in your situation.

Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

The Business Cycle

How will you weather the ups and downs of the business cycle?

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