REACHING HIGHER...
your Federal Benefits Expert and you
We all have financial goals
and dreams. Your GEBA personal
financial advisor has the expertise and
experience to get you there.
GEBA Wealth Management Advantages
GEBA Wealth Management has over 35 years of experience helping GEBA members with their retirement planning and investment needs. Our investment services reflect our dedication to:
- Financial Planning – we don’t just offer financial products, we also create the roadmap to make reaching your goals simpler.
- Professional Excellence – our licensed Financial Advisors are uniquely qualified to work with federal employees. Each Advisor has received rigorous training in investments, Financial Planning, and federal employee benefit programs.
- Industry-leading Investment Advisory options – our managed portfolios, for example, can help you simplify your life and take the worry out of managing your investments.
Rate Corner
Ask us about our great fixed annuity rates:
Fixed Annuities:
5-Year Guaranteed Rate:
Min. $20K: 2.65%
Stable Value Fund: 2.13%
(past 30 days)
Rates as of 2/5/2021
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GEBA WEALTH Management News
GEBA in the News
- 11 Basic Money Moves Everyone Should Make During Hard TimesGEBA's Director of Wealth Management, Greg Klingler was featured in and GOBankingRates article on money moves people should make during the pandemic.
- 3 ways federal financial needs are uniqueGreg Klingler, GEBA's Director of Wealth Management, was featured in Federal Times on the value of federal benefits hinges on understanding them and making the most of them within your overall financial plan.
- Retirement: Deciding on term or permanent life insurance in retirementGEBA's Director of Wealth Management, Greg Klingler, outlines the two main categories of life insurance — term and permanent in a recent Kiplinger's Money Power article.
