Enhance Your Insurance Benefits
Take full advantage of the group rates and discounts that you are entitled to as a GEBA member.
Consider the other insurance products you should have in place – or switch to GEBA to save money on coverage you already have.
Financial Planning
Our financial planners can help you reach specific goals like the ones listed below. And, if you don’t have an overall financial plan in place — contact us. Our experts can create a plan to match your timeline and goals. We can lay out the steps you need to take to improve your ability to retire comfortably when you are ready.
- Grow your retirement nest egg beyond TSP.
- Save for education for your children or grandchildren.
- Identify the optimal Social Security claiming strategy for you and your spouse/partner.
- Assist with pre-retirement decisions regarding your benefits and insurance, including long term care.
- Develop a tax-efficient plan for drawing on your retirement benefits and investments after you retire.
- Create a Legacy Plan that will distribute your assets tax-efficiently according to your wishes.
