GECU Investment Services

Start Financial Planning for Retirement

GECU Investment Services1 is here to get you on the path to retirement so you can live comfortably and focus on what matters most. Find helpful tips and free financial education seminars on topics like retirement income planning, Social Security, Medicare and more!

Preparing for Retirement
Preparing for Retirement

How to plan for retirement

  • Get started now: It’s never too late to start looking at how much you should be saving for a comfortable retirement. Review your 401(k)2 or speak with a financial professional so you are ready for anything.
  • Consider other income: Transition into retirement by keeping supplemental-income options in mind, such as Social Security and working a part-time job.
  • Be ready for anything: Enjoy peace of mind knowing that you are prepared for the unexpected, such as medical care or living in a long-term care facility.
  • BrokerCheck: Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.  

Schedule a no-cost, no-obligation appointment with our GECU Investment Services team to discuss your retirement planning options.

Building your retirement 401(k) and IRA

  • Start contributing: Check with your employer to see if they offer a 401(k) plan and if they match your contributions. If possible, max out your contributions and increase them each year to help your savings grow faster.
  • Review your plan: Speak with a financial professional annually so that they can review your 401(k) and make sure that you’re on the right path to pursue your retirement goals.
  • Find other options: If your employer does not offer a 401(k) or you are self-employed, consider a traditional IRA or Roth IRA to help you save for retirement.
  • Organize your 401(k): When you change employers, have a career change or are getting ready to retire, we are here to discuss options for your 401(k).

Schedule a no-cost, no-obligation appointment with our GECU Investment Services team to discuss your retirement planning options.

Preparing for Retirement
We’re Here to Help You with Financial Planning for Retirement
  • When is the best time to think about retiring?
    The sooner you begin your retirement plan, the more time you will have to make your hard-earned money work for you. View our retirement services and let our team of financial professionals develop a unique retirement plan to fit your needs. Schedule your no-cost, no-obligation appointment online today or by calling 915.774.1765.
  • When should I speak with a financial professional?
    You should begin looking to speak with a financial professional when you would like to discuss your options for retirement, investing, and more. Schedule your no-cost, no-obligation appointment online today or by calling 915.774.1765.
  • What is life insurance?
    A life insurance policy requires an insured policyholder to make premium payments during the policyholder’s lifetime and the insurer will pay a sum of money to beneficiaries named in the policy in the event of the policyholder passing away. Certain limitations may apply and will be outlined in the life insurance policy.
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Preparing for Retirement

GECU Investment Services

Our team of financial professionals is here to help you with retirement planning, investing and more. Schedule your no-cost, no-obligation appointment today!

1Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. GECU and GECU Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using GECU Investment Services, and may also be employees of GECU. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, GECU or GECU Investment Services. Securities and insurance offered through LPL or its affiliates are:

Not insured by NCUA or any other government agency Not credit union guaranteed Not credit union deposits or obligations May lose value

The LPL Financial registered representative(s) associated with this website may discuss and /or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

2Prior to requesting a rollover from your employer-sponsored retirement account to an individual retirement account (IRA), you should consider whether the rollover is suitable for you. There may be important differences in features, costs, services, withdrawal options and other important aspects between your employer-sponsored retirement account and an IRA.


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