BWA Financial

1355 S. Colorado Blvd. Suite 406
Denver, CO 80222

Phone:

(720) 583-2596

E-mail:

ali@bwa.financial

Financial Services

JPMorgan's Guide to Retirement

Browse through what JPMorgan Asset Management has compiled on what retirement looks like, and how you might get there.

Browse

Contact Us

Please feel free to contact us with any questions.

Financial Advcoates

Learn more about our Registered Investment Advisor - Financial Advocates Investment Management, LLC.

What's an RIA?

Financial Services

JPMorgan's Guide to Retirement

Browse through what JPMorgan Asset Management has compiled on what retirement looks like, and how you might get there.

Browse

At BWA Financial, we like questions - asking and answering them. For instance, what (truly) is a financial advisor? We see ourselves as professionals who provide financial services to clients (you) based on their financial situation.

This leads to other questions like, what is your financial situation? We care to know. Our focus is building a relationship with you to understand how your world is impacted by money and how this affects your goals, your thoughts, and your challenges. This way, we can work with you to build a solid financial plan that is flexible as your life changes (or as new questions arise).

Newsletters

Life Insurance for Two

Survivorship life insurance may be a cost-effective coverage solution for older couples or business partners.

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Strategies for Smarter Giving

In addition to advancing philanthropic goals, strategic charitable donations may offer tax advantages.

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Balancing Life in the Sandwich Generation

The day-to-day demands of supporting multiple generations can take a toll, but planning and support might help achieve a workable balance.

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HOT TOPIC: The Shutdown is Over: What Now?

The longest government shutdown in U.S. history ended on November 12, 2025. This article looks at the bill that ended the shutdown, issues that are unresolved, and estimates of the economic impact.

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Calculators

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

Lease Payment

How much would your monthly lease payment be?

Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

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