Financial Planning
Build Your Financial Future
With every life stage, your needs evolve. If it’s early in your career, your responsibilities broaden – house, cars, pets and building a family, funding college tuition, planning for and making the most out of retirement, and everything in between.
GEBA understands your entire financial picture – benefits, insurance, pension, investments, and financial planning with family and/or retirement in mind. As a GEBA member, you have access to experienced financial experts who understand federal benefits and will work with you to develop a plan to meet your financial goals.
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.
Goal-Specific Financial Planning
- General Portfolio Review
- Insurance Review
- College Planning
- Social Security Analysis
- Retirement Cash Flow Analysis
- Retirement Asset Distribution Strategy
- Estate Planning Review
Comprehensive Financial Planning
We’ll listen to your financial needs, concerns – and your dreams – so that together we can develop and implement a plan to meet your goals:
- Gather information and analyze your financial situation– assets, liabilities, TSP and other investments, insurance, FERS/CSRS retirement benefits, etc.
- Set financial goals and develop a personalized step-by--step plan.
- Help you with implementing the plan.
- Monitor the plan, checking in with you periodically to review progress, challenges, and update the plan as needed.
Managing Your Financial Risk
An essential ingredient of financial planning is managing risks. In addition to managing your investment risk, GEBA’s financial experts will work with you to address insurable financial risks whose impacts are often underestimated.
- A disability has led to reducing or ending his/her earning power. Learn more about Long Term Disability Insurance
- Risk of primary provider dying, ending an income stream the household depends on. Learn more about Life Insurance
- Major long-term care expenses depleting assets intended to fund retirement. Learn more about Long Term Care
Financial planning services provided by the organization
your peers have trusted for 65 years.
GEBA is a nonprofit employee benefit association created by NSA employees in 1957. Our goal is to offer high quality insurance products at great prices that has our members’ best interests in mind. GEBA has been serving federal employees for over 60 years, and you can count on us to be there for you and your family.
GEBA membership is available to ALL civilian federal employees and retirees, including the military. Membership in GEBA is free and continues as long as you maintain a plan with GEBA.
