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 Women Can Prepare For Retirement
Are women prepared for a 20-year retirement?
3 Estate Challenges for Blended Families
This article will help your clients with blended families think and prepare their estate strategy.
White Elephant Inheritance
This article deals with how one might deal with a burdensome inheritance.
Buying vs. Leasing a Car
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
The Threat of Identity Theft
An article informing readers about the threats of Identity Theft.
6 Habits to Help Preserve and Encourage Generational Wealth
Six essential financial habits to protect wealth and create a legacy that lasts for generations.
Adapting Your Money Habits for a Confident Retirement
Learn five simple strategies that can help you adjust your financial habits for a more confident, fulfilling retirement.
When Does Your Personal Car Become a Commercial Vehicle?
At what point can you call a personal vehicle commercial?
When Should You Take Social Security
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
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Federal Capital Gains Tax Estimator
Estimate your potential federal capital gains tax liability on the sale of an asset.
How Can I Save a Million Dollars?
See what it takes in monthly contributions and time to reach a million-dollar savings goal.
Wedding Budget Calculator
Estimate total wedding costs and see how different choices affect your overall budget.
Emergency Fund Calculator
Find out how large your emergency fund should be based on your monthly expenses.
Long-Term-Care Needs
Estimate potential long-term care costs and what coverage may help address them.
What Rate Would I Need to Earn on My Savings?
Work backwards from your savings goal to find the rate of return you'd need to get there.
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The Long Run: Women and Retirement
For women, retirement strategy is a long race. It’s helpful to know the route.
Tuning Your Social Security Benefit
When should you take your Social Security benefit?
Top 5 Things to Tell Your Financial Pro
Here are the top 5 things your team may want to hear.
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
Dreaming Up an Active Retirement
When you retire, how will you treat your next chapter?
Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.