To USAA Members--In retirement planning, it’s critical to have someone who understands your situation and can advise you of the best options. Choosing the right financial advisor should be a choice that you make for yourself. As your brokerage and managed accounts are being transitioned to a new carrier - know that you have other options!

In retirement planning, it’s critical to have someone who understands your situation and can advise you of the best options. Choosing the right financial advisor should be a choice that you make for yourself.  Looking for some options? 

At GEBA Wealth Management, our Chartered Federal Employee Benefits ConsultantsSM (ChFEBC) are knowledgeable and experienced in federal and military pensions, life insurance options, and survivor benefits.  Our ChFEBC’sSM understand that federal employee’s benefits are the cornerstone of any retirement plan, and they know how these benefits interact with Social Security. Whether retired or active duty, we can provide you with industry-leading investment advisory options and unbiased planning advice.

Two key factors are crucial to how quickly and successfully your investments will grow over time:
portfolio allocation and investment selection. GEBA Wealth Management can simplify your life and help you get the most of your investments.

 

Tell us a little about yourself:

What is your gender?
Are you active military or retired military?
Do you have a current retirement plan?
Do you have any special considerations?