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

June 2019

Current Newsletter

First, there’s the name itself–who wants to contemplate broken-down cars, sick dogs, or job loss?
Perhaps a name like “cushion fund” would hasten interest.
Then there are the ideal emergency-fund (oops, cushion fund) amounts that are usually bandied
about–three to six months’ worth of living expenses in very safe investments.

Business Quarterly Newsletter

May 2019

How to succeed in business without getting divorced

Do you love your small business more than your spouse? Wait, don’t answer that!

When you’re an entrepreneur, it’s easy for your spouse or partner to feel like you care more about your business than you do about them. Running a business can be all-consuming, taking a lot of time, a lot of money and a lot of attention.

Real Estate Quarterly Newsletter

March 2019

Winning the Bidding War in Today’s Housing Market. 

by Mike Cohen

In today’s housing market, an appropriately priced home in good condition will likely generate purchase offers from several potential buyers. How can you stand out from the crowd?