Securing Your Financial Future –
Entrusted since 1957

Securing Your Financial Future – Entrusted since 1957

Investment Products

GEBA Wealth Management offers a wide range of investment products for those who prefer to make their own investment decisions. Our Financial Advisors can help you select from among the leading tax-advantaged savings and investment plans as well as the most sought-after individual investment products.

Tax-Advantaged Savings Plans

  • Individual Retirements Accounts (IRAs): We offer tax-deferred Traditional IRAs that may allow you to deduct all or part of your annual contributions as well as Roth IRAs that are totally tax free at withdrawal.
  • 529 College Savings Plans: 529 Plans offer tax-free growth, and withdrawals for eligible education expenses are also tax-free. Many states offer tax benefits on contributions as well.
  • Non-Qualified Annuities: Like IRAs, these are tax-advantaged retirement savings vehicles. Unlike IRAs, they do not have income or contribution limitations.

Individual Investment Products

  • Mutual Funds: We offer hundreds of funds from top-rated mutual fund families that encompass a variety of investment objectives and styles to select from.
  • Exchange Traded Funds (ETFs): An ETF is a diversified basket of securities like a mutual fund, but it trades on an exchange like a stock, experiencing price changes during the day.
  • Real Estate Investment Trusts (REITs): A REIT is a basket of real estate property or mortgage investments, similar to a mutual fund.
  • GEBA Stable Value Fund. Stable Value investments are low-risk, high quality investments, similar to bond funds, that seek to provide a stable rate of return and preserve book value.
  • Variable Annuities: We offer variable annuities from quality providers like Jackson National Life Insurance Company®, MetLife®, and Lincoln Financial Group,® to name a few.
Investment Products

 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. 

Financial planning services provided by the organization
your peers have trusted for 65 years.

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Choose GEBA – Securing Feds’ Financial Future Since 1957

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.

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