Building a Financial Plan That Works for Everyone

Our goal is to help GE employees find financial clarity. Whether you are currently employed with GE, transitioning to a new position or company, or preparing for your upcoming retirement… we can help. For over 20 years* we have worked with GE employees and their families to understand their company benefits and create a financial plan that works to meet their short and long-term goals

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Let’s achieve your goals together.

Building for the future requires a comprehensive plan built on knowledge and experience. We believe that in order to provide our clients with the financial foundations they need to succeed, we must first take time to fully understand the depths of their personal financial goals. For this reason, we offer a complimentary consultation to review the following topics and address any questions you may have:

  • Retirement Feasibility
  • Cash Flow Analysis
  • Pension Elections
  • PPA/VPA options
  • Deferred IC/Salary
  • RSP Options
  • Medical benefits & alternatives
  • Tax & Estate Planning

Our Team is Your Team

We believe creating a financial plan is the first step toward a successful retirement. Many factors affect your financial future, so we’ve created an in-house team of specialists to help you along the way. As an Cerity Partners client you will have a dedicated advisor team with access to specialists in other fields such as tax and insurance through one of our many affiliates.

Executive Financial Counseling as a Corporate Benefit

Tax Planning & Preparation

Estate & Gift Planning

Retirement Plan Advisory

Insurance Planning & Risk Management

Investment Solutions

Family Office

Business Owner Advisory

Marital Financial Planning
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A Collaborative Team Focused on You

We believe creating a financial plan is the first step toward a successful retirement. Many factors affect your financial future, so we’ve created an in-house team of specialists to help you along the way.

As a Cerity Partners client you will have a dedicated advisor team with access to specialists in other fields such as tax and insurance through one of our many affiliates.

Meet the Team

Jonah Gelhaus

Associate

Steven L. Kramer

Partner

Adam Hornek

Partner

Ashley P. Hembree

Principal

Derek Rogers

Associate

Austin Schreck

Principal
Adam Hornek
Our GE advisor team and fellow colleagues are extremely excited to join Cerity Partners. We believe our teams are stronger and more equipped to continue servicing our existing GE clients, employees and retirees. With consistent change related to your GE benefits, it has never been more important to have ongoing communication and direction from a trusted resource. ”

Adam Hornek, CFP®, Partner

Schedule a Group Benefits Education Session

Cerity Partners offers group benefits sessions to help you and your colleagues understand, appreciate, maximize your GE benefits, so that you can stay focused at work and build your confidence in your overall financial plan. Topics can be customized to fit the needs of specific employee demographics. Common topics include:

  • Retirement & Pension Plans
  • Long-Term Incentive Plans
  • RSU’s & Stock Options
  • GE Benefits
Learn More

Cheryl Donaldson

Principal

Financial Planning

401(k) Planning for 2023

Principal Cheryl Donaldson shares an overview on the potential long-term value of maximizing 401(k) savings and the optimal 2023 401(k) contribution election amounts.

Paul Chmielewski

Partner

Tax Strategies

2023 Gift, Estate, and GST Tax Changes

Partner Paul Chmielewski highlights the gift, estate and GST tax changes for 2023.

Michael B. Fischer

Principal

Financial Planning

A Pitfall of the “Backdoor” Roth IRA Conversion

Every few months, a reputable financial news website like MarketWatch, CNBC, or The Wall Street Journal releases an article about the benefits of contributing to…

Daniel Park and Cheryl Donaldson

Financial Planning

Ways to “Supercharge” Your 401(k)

A traditional pre-tax dollar funded 401(k) will grow tax-free over its lifetime, however there are factors to consider that could "supercharge" your 401(k) growth.

Cerity Partners is not contracted with, endorsed by or affiliated with GE.

Please read important disclosures here.

Your Introduction to an Expert Financial Partner Awaits

Specialized Financial Planning Advice for GE Employees

Schedule your complimentary discovery call with an advisor who specializes in your company benefits. They will assist in seamlessly incorporating these benefits into your broader financial strategy, guiding you forward in your financial journey.

Derek Rogers headshot

Derek Rogers

Associate

Specialized Financial Planning Advice for GE Employees

Schedule your complimentary discovery call with an advisor who specializes in your company benefits. They will assist in seamlessly incorporating these benefits into your broader financial strategy, guiding you forward in your financial journey.

Derek Rogers headshot

Derek Rogers

Associate

Book your meeting

This call is designed to better understand your unique financial and life goals and match you with the advisor most well suited to help.

Looking forward to
speaking with you!

Derek Rogers

Associate

Thanks!

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