The Gleba Approach

Our goal is to help you achieve the life you want to live – not the life you have to live – by becoming financially independent well before the accepted retirement age.

Gleba & Associates works personally and confidentially with you to develop and grow assets consistent with your values and dreams – assets that create a steady cash flow, remove debt, and increase your income.
Our carefully crafted, monitored financial plans, proven financial measurements, and experienced coaching have earned us a reputation as early retirement experts, and specialists in designing pension plans for small businesses.

Discover What We Can Do For You
Laid off from her job of 25+ years, a recent widow, and not yet eligible for social security benefits, she was on her own and in a new home. Would her 401k, pension, and investments be enough to support her?

Based on discussions of her goals and resources, we developed a budget, set up an emergency fund, and facilitated the creation of appropriate investments to provide her with an income.

Today, she indulges her passion for fashion and creativity by working part time in a fabric store, gardens in her spare time, and is happily living the life she wants.

Self or Others? Business Pension Plans Serve Both
There was extra money at the end of each fiscal year. Should he put it back in the business, pay himself and incur taxes, or build a pension fund for himself and his dedicated staff?

We discussed his personal and business goals, and consulted his CPA to determine what would be the best solution for him. We also discussed the type of retirement plan that would best serve his business needs.

A Complimentary, No-Fee First Meeting
Knowing where you are and where you want to go helps us estimate what we can do to help you, and the time involved in implementing an appropriate plan. Be prepared for a lot of questions, and some mutual “dream time,” especially if you think you aren’t “rich enough” or “smart enough” to retire early or reach your most heartfelt dreams.

Informal Gatherings
We also offer special client game nights, luncheons, dinners, outings and workshops, and host a business advisory group made up of our business owners and resources.

Discover What We Can Do For You –

Jill Gleba
President