GEBI Process

At GEBI, we believe that retirement is a process, not a date.
Most people look forward to retiring, but the effort involved can intimidate even the most stalwart investor. There’s a lot to learn and with all of the nuanced options to consider it can be tough to work through all on your own. While some will rely on friends, family, and hearsay, the problem here is that this information is usually inaccurate and almost certainly incomplete. Also, what’s correct for others might not be correct for you. Since each person is different, GEBI has a process which ensures you get information that is relevant to your specific situation.

The process:

  • Verify eligibility for benefits
  • Can you afford to retire?
  • Determine optimum retirement time-frame
  • Optimization
  • Evaluate alternatives
  • Proposal / Adjustment