Wealth Management
Trust GEBA - Make the Most of What You Have Earned
You’ve worked hard to build your assets. You deserve an experienced Financial Advisor – with expertise in federal benefits – to guide you in financial planning. GEBA Wealth Management is here for you.
Our Advisors can assess your financial situation and help you reach your goals. We can manage your investment portfolio or simply provide guidance and/or products if you prefer to make your own investment decisions.
Choose GEBA and join almost 17,000 satisfied members of the intelligence community, broader federal workforce, the military, and their family members. Membership in GEBA is free as long as you maintain coverage.
Reach Your
Financial Goals
- Assess your investment strategies to plan for your future
- Review and adjust insurance coverage to ensure you and your family are protected in the most efficient way possible
- Plan for college tuition and other major financial commitments
Make the Most
of Retirement
- 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.
Prepare for Your Next Stage of Life
We consider your individual situation and long-term goals to guide you through insurance and financial planning.
Early Career – Basic coverage that won’t break the bank
More Responsibilities – Cars, pets, possessions – life’s getting real
Building a Family – Spouse, house, kids…much more at stake now
Peak Earning Years – Save more and protect yourself
Retirement – Are you ready?
Retired – Be prepared
