Gleba & Associates is an independent firm that treats you like family. Our Investment Advisor Representatives provide Financial Planning and Wealth Management Services. Our team offers a personal approach to financial planning by finding out what you want and developing a strategy to make it happen. We help families become retirement ready, and small businesses with their retirement plans. What does your future look like? Let us help you make it a reality.
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What We Do
Need a Gift for a College Graduate? Consider a Roth IRA
With time (and compound interest) on their side, a Roth IRA might be the perfect graduation gift for the college grad in your life.
While there are plenty of material things on the wish list of your college grad, consider giving them a Roth IRA as a graduation gift. Sure, it may not be as “fun” as an Apple watch, but they may be thanking you over and over a few decades from now.
5 Things to Do If You’re Thinking About a Business Loan
You may have seen the occasional business loan ad, often hanging up at the top of an online article that you’re reading, promising you a loan of up to $150,000, or some other pie in the sky number. If you’re starting a business or already have a company, especially if it’s new, you may well wonder if you should take out a loan.Whether you decide to take out a loan or not, there are a number of steps you should take first.