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
The Caregiver’s Financial Guide
Living till you’re 80 or 90? A century ago the odds were decidedly against it, but today we take greater longevity almost for granted. The extra years can be a wonderful gift, providing more time for loved ones to spend with one another. But living longer also has costs, among them a greater chance of needing expensive long-term care.
Peer Pressure Doesn’t End at Graduation
Two recent client stories opened my eyes to something I thought we left behind in high school — peer pressure. Their experiences floored me, and I realized we have to help clients combat much more than just their internal money scripts to achieve financial peace. How do we help them not succumb to the sometimes crippling judgment of others?