GEBA Expands Services with Launch of Wealth Management Division

9/26/17

FORT MEADE, Md.--(BUSINESS WIRE)--After helping members with benefits and insurance planning for more than 60 years, the non-profit GEBA (Government Employees’ Benefit Association, Inc.), today announced the launch of GEBA Wealth Management, a new division to guide members through their most important financial decisions.

GEBA Wealth Management offers a range of financial planning services, as well as comprehensive plans to address members’ financial situations – including management of their investment portfolios – to its more than 15,000 members and sponsored family members throughout the U.S.

“We are seeing an increasing demand from our members to help them with their most important financial challenges through every stage of life, whether they are early in their careers and in need of financial planning, or closer to retirement,” said GEBA Executive Director Michele Rackey. “We work exclusively with federal employees and their families and understand the Thrift Savings Plan (TSP) as well as Federal Employees Retirement System (FERS) and Civil Service Retirement System (CSRS) benefits, so we can integrate these seamlessly into their plans.”

“With the launch of GEBA Wealth Management, we have expanded and enhanced our investment services in several important ways; all to best position our members and their families for healthy financial futures,” she said.

Heading the new division is Greg Klingler, CFP®, Director of Wealth Management and Financial Advisor. Klingler joined GEBA in 2010 and has more than a decade of licensed experience in the financial services industry. Over the course of his career, Klingler has developed a deep understanding of how to assist public sector employees with benefits (pensions, survivor pensions, employer-sponsored insurance and retirement plans), portfolio analysis, retirement planning, estate planning and college planning. Klingler leads a team of credentialed Financial Service Advisors in federal employee benefits, who hold designations such as CERTIFIED FINANCIAL PLANNER™ (CFP®) and Chartered Federal Employee Benefits Consultant? (ChFEBC?).

GEBA Wealth Management, based in Fort Meade, offers a fee-based planning approach and provides financial products and services to members that are competitively priced.

About GEBA

GEBA (the Government Employees’ Benefit Association, Inc.) was founded in 1957 by NSA employees to offer group insurance plan access to NSA employees. From the very beginning, GEBA has been a nonprofit employee benefit association committed to our members’ best interests. Over the past 60 years, the list of Federal agencies that GEBA supports has increased tremendously and GEBA now serves the entire federal government. In addition, GEBA’s product line has increased to include a growing set of insurance and investment options for members. For more information, visit www.GEBA.com.

About GEBA Wealth Management

GEBA Wealth Management wasestablished to assist GEBA members in addressing their most important financial challenges through every stage of life. We’ve added a greater breadth of financial planning services to address specific needs and now offer comprehensive financial plans to address a client’s entire financial situation. Our investment advisory serviceshave been enhanced to provide additional options for clients seeking professional expertise in managing their investment portfolios. For more information, visit www.GEBAWealth.com.

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