Kyle Gleich - Western & Southern Life

Kyle Gleich - Western & Southern Life As a Financial Advisor in New Albany, I work to help my clients "make things happen."

Turning work and stress around retirement planning and investment decision making into moments of clarity and a tangible plan, and helping you do the same | Taking that uncomfortable first financial talk from concern and confusion to relief and clarity through a clearly refined profess that puts all of your financial pieces of the puzzle together. This clearly refined Process simply begins with a 10-15 minute “Introductory “Fit” Phone Call (https://calendly.com/kylegleich/15min).

09/07/2026

Labor Day BBQ tip: Don’t burn your burgers.

Financial tip: Don’t burn your retirement on bad planning.

(One of these requires attention. The other requires, well, attention. 😎)

09/06/2026

Labor Day: Irony at its best. The only time we celebrate work by not doing it.

Enjoy!

The best financial tip I can possibly think of this Friday for your budget mindfulness gojng into the weekend. It’s Frid...
09/04/2026

The best financial tip I can possibly think of this Friday for your budget mindfulness gojng into the weekend.

It’s Friday people!

After tax investing...not dog wig buying!

09/04/2026

Work-life balance is cute. Wealth-Health balance is better.

🌟 You. Are. The. Reason. We. Are. Leveling. Up.Listed directly under my LinkedIn title, are my Ideal Client Profiles. ❤️...
09/03/2026

🌟 You. Are. The. Reason. We. Are. Leveling. Up.

Listed directly under my LinkedIn title, are my Ideal Client Profiles. ❤️

When I think about the clients I want to serve at the highest level...they come to mind.

That’s why I’ve expanded our bench with Josh White, George Albach, and now Griffin Lenke.

The world of my Ideal Client's is:
🌍 Dynamic
🔄 Ever-changing
💼 Full of important decisions

So my team must match that.

This isn’t about growing for growth’s sake. It’s about making sure you, my ideal client, always have the resources, attention, and focus you deserve.

I’m not stepping back. I’m stepping further in. 🏃‍♂️💨

Because you’re the why.

Always,
Kyle

09/02/2026

🚨 **"Kyle...I've been thinking about selling it for three years."**

Three years.

Not three weeks.

Not three months.

🔴 Three years.

So I asked...

**"What's stopped you?"**

The answer came almost immediately.

💬 **"I just can't stomach the taxes."**

Sound familiar?

I see this more often than people realize.

Someone builds wealth the right way.

📈 A concentrated investment position.

🏘️ A highly appreciated rental property.

💼 A successful business.

Years go by...

The value increases.

So does the embedded capital gain.

Then something unexpected happens.

🚨 The tax bill becomes bigger in their mind than the opportunity in front of them.

And that's when decisions stall.

❌ They don't sell.

❌ They don't diversify.

❌ They don't revisit the plan.

They simply...wait.

Sometimes for years.

Here's what I've learned.

The best planning conversations rarely begin with:

**"How can we avoid taxes?"**

They begin with:

🎯 **"What outcome are we trying to create?"**

Once that answer becomes clear...

The strategies become much easier to evaluate.

Sometimes selling makes perfect sense.

Sometimes continuing to hold is the better answer.

Sometimes, depending on the circumstances, leveraging an appreciated asset may be worth exploring instead.

There isn't a universal solution.

But there is one mistake I see over and over:

🚨 **Letting the fear of a tax bill make the decision for you.**

Taxes matter.

They should be carefully considered.

🔴 **They just shouldn't get the final vote.**

That's what thoughtful financial planning is all about.

09/01/2026

Every advisor can talk about growth. I honestly think that can be a scary thing for a client to hear!

But here’s the truth: I’m not building a stronger bench for me. I’m building it for you.

My clients’ lives are dynamic, their decisions are complex, and their futures are full of possibilities.

To serve that well, I’ve expanded my team with Josh White and George Albach.

This doesn’t mean my clients lose me. It means they gain all of me, backed by the right people at the right time.

Because when I say you’re an ideal client, I mean it.

You’re the reason we’re leveling up.

Curious? Book a call:

Hello! I'm Kyle Gleich, Your Financial Advisor in New Albany, Ohio, specializing in helping closely-held family business...
08/31/2026

Hello!

I'm Kyle Gleich, Your Financial Advisor in New Albany, Ohio, specializing in helping closely-held family businesses and tenured, working professionals retire and maintain their wealth with clarity and confidence.

👋 Welcome to my corner of the financial world!

As a (soon to be) 40-year-old (THIS WEEK, YIKES), passionate about helping my clients achieve financial clarity, I bring a unique blend of expertise and personal touch to the table.

I love my work because I love people but more importantly, I enjoy being present in those conversations.

👨‍👩‍👧‍👦 Family First: Just like you, family is my top priority. I understand the importance of protecting and growing your wealth to help ensure a secure future for your loved ones, through generations.

🌳 Outdoor Enthusiast: When I'm not crunching numbers, you can find me exploring the great outdoors by fly fishing a local stream, practicing yoga, or enjoying a good bourbon over a firepit.

My love for nature and balance reflects in my approach to retirement and investment planning– it's all about creating a well-rounded, fulfilling life.

🍳 Cooking Aficionado: (Not going to lie we kind-of nailed a beef brisket on the smoker a couple of weeks ago).

I'm not against doing the dirty work and believe in the joy of a home-cooked meal and the importance of nurturing one's passions.

Just as I carefully craft a delicious dish, I meticulously tailor financial strategies to suit your individual needs and goals.

❤️ Client-Centric Approach: My clients are like family to me. I strive to build lasting relationships based on trust, transparency, and genuine care.

Your financial success is my success, and I'm here to guide you every step of the way.

Whether you're nearing retirement, looking to grow your business, or seeking financial empowerment, I'm here to help you navigate your financial journey with confidence and ease.

Let's connect and start planning for a brighter future together.

08/30/2026

You know a client relationship is real when:
👉 You schedule an 11:00 meeting.
👉 You blink.
👉 It’s 1:30.

Either we solved the world’s problems… or we just love spending time together. (Spoiler: both). 😎

08/28/2026

The best investment I make as a Financial Advisor?

Quality Time with my clients. 🙌

Address

6530 W. Campus Oval Suite 180
New Albany, OH
43054

Opening Hours

Monday 10am - 6pm
Tuesday 8am - 6pm
Wednesday 9am - 5pm
Thursday 8am - 6pm
Friday 8am - 12pm

Telephone

+16143054607

Website

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