GE

Financial Planning for GE Employees

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

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Explore Our Solutions

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.

Wealth Management

Financial Planning

Investment Solutions

Tax Planning & Preparation

Estate & Gift Planning

Insurance Planning & Risk Management

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.

Abby Miles

Senior Associate

Ellie Snyder

Principal

Jonah Gelhaus

Senior Associate

Austin Schreck

Principal

Adam Hornek

Partner

Steven L. Kramer

Partner

Adam Hornek — icon

At Cerity Partners, we believe that true financial security comes from understanding the full scope of your benefits and opportunities. By focusing on your GE benefits and aligning them with your broader life goals, we bring clarity and direction to your financial decisions. Our approach is about empowering you with knowledge and confidence as you navigate your financial future. ”
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
RSUs & Stock Options
GE Benefits

Cheryl Donaldson

Senior Principal

Individuals and Families

401(k) Planning for 2023

November 22, 2022 - 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.

Cerity Partners is not contracted with, endorsed by or affiliated with GE. Cerity Partners provides financial planning and advisory services to employees of GE Cerity Partners is not affiliated with, endorsed by, or officially sponsored by GE.

See our full disclosures page for more information.

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

Senior Associate

Book your meeting

This call with me 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

Senior Associate

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