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About Us |Our WheelRight™ Process | Values Assessment

Investment and Insurance Products and Services we offer:

Retirement Planning:

  •  Traditional and Roth IRAs
  • SEPs
  • 401(k)
  • Qualified Plans

Professional Money Management (Market Investments):

  • Mutual Funds
  • ETFs
  • Stocks and Bonds
  • Customized Portfolios
  • REITs
  • Precious Metals

Life Insurance:

  • Whole Life
  • Universal Life
  • Indexed Universal Life
  • Term Life

Annuities:

  • Fixed
  • Indexed

Charitable Plans:

  • Donor Advised Funds
  • Charitable Gift Annuities
  • Charitable Remainder Trusts
  • Private Foundations
  • Charitable Bonds

Property & Casualty Insurance:

  • Individual Property and Casualty Insurance
  • Business Insurance

Health Care Planning:

  • Health Insurance
  • Long Term Care Insurance


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Respond and learn how financial and insurance products and investment strategies can be used in various planning strategies. This material has been prepared for informational and educational purposes only. It is not intended to provide, and should not be relied upon for, accounting, legal or tax advice. Please consult with a professional specializing in these areas regarding the applicability for this information to your situation. 16109 1100310

Investment Advisory Services offered through JBA Senior Solutions located at 2569 W McConnell Rd, Freeport, IL – 815-235-1702.
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