After helping members with benefits and insurance planning for more than 60 years, the non-profit GEBA (Government Employees’ Benefit Association), has launched 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 US.
“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,” says 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,”
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.
