Financial Planning

We all have financial dreams – but dreams alone are not enough to get you there. A Financial Plan is the way to turn those dreams into goals – and then lay out the steps necessary to achieve them.

GEBA Wealth Management offers individual goal-focused planning services as well as comprehensive financial plans that address your entire financial situation.

Goal-focused Financial Plans:

  • General Portfolio Review
  • Insurance Review
  • College Planning
  • Social Security Analysis
  • Retirement Cash Flow Analysis
  • Retirement Asset Distribution Strategy
  • Estate Planning Review

Comprehensive Financial Planning:

A Comprehensive Financial Plan covers your entire financial situation to ensure all the elements of your household’s finances are working together to help you meet your long-term goals. Your Financial Advisor will meet with you to review your income and expenses, insurance coverage, retirement plans and assets, investment portfolio, outstanding debts, and other obligations, beneficiary designations and estate plan, and other financial components as needed.

Read on to learn more about our Financial Planning Process

Financial Plan

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