About Gleba & Associates

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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Family Monthly Newsletter

February 2018

Keeping Score Counts

What are you doing to maximize your credit score?

The “good old days” of subprime mortgages with nothing-down and no-doc are long gone. Back are the days of down payments and proof of income. Not only that, borrowers must prove they are creditworthy. A low credit score is almost surely going to cause a mortgage loan to be denied. The higher the score, the more likely a loan is to be approved. Not only that, but it’ll get your clients a much lower interest rate. Since credit scores are so valuable, planners are working with clients to make sure those scores are high and remain high.

Business Quarterly Newsletter

January 2018

Is it Time to Make a Change in Your Company’s Strategy?

Let’s try an experiment: go up to 5-10 people in your company and ask them, “How are you?” You’ll find that most of your responses are “Busy!” Very few people will respond with “I’m doing well, how are you?” That is because the norm in most companies is that you are supposed to be very busy (or at least acting busy), otherwise you don’t appear to be all that important or valuable. Saying you aren’t up to much, or that you have time on your hands, are likely not going to do much for your internal status and career.