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CLARITY AND CONFIDENCE FOR LIFE®
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Clarity and Confidence for Life®

​We help successful families and entrepreneurs gain clarity and confidence by providing tailored financial solutions that eliminate complexity to help our clients to meet their goals.​

Welcome to Fleishel Financial Associates

Clarity and Confidence

Our proprietary Clarity and Confidence for Life® process allows our clients the time to focus on what matters most in life by allowing them to worry less about the future and focus more on what brings them the most joy, such as: your family, health, spirituality, career or hobbies.

Your Goals and Needs

Our process starts with carefully understanding your family’s needs, your dangers, opportunities, key areas of progress, current financial reality and whether your portfolio is properly aligned. Then, we can help you set financial goals and create a strategy to get you there.

Who We Serve

Families, Executives and Business Owners.
At Fleishel Financial, our unique approach, combined with our proprietary financial planning services allows us to create a personalized approach towards helping you reach your goals.

Successful People and Families - Fleishel Financial
Successful People & Families
Corporate Executives
Business Owners

Our Approach

Our Clarity & Confidence for Life Process®

Our trademarked Clarity and Confidence for Life® process is built upon your existing goals, dreams and ambitions in order to create a custom tailored plan that can help you to eliminate financial complexity and achieve your goals.

Our approach starts with an in-depth discovery session, understanding your key areas of progress, your current financial reality, dangers and opportunities and if your portfolio is properly diversified. Then we help you set specific goals and create a coordinated strategy to help you achieve your goals and dreams.

Resources Curated For You

Gain Clarity & Confidence for Life® by utilizing these tools and resources.

Corporate executives guide to saving time and money

business owner's guide to form a financial strategy

families' guide to a building a financial plan

Let’s get started.

We’re dedicated to responding to and addressing the financial needs of others. To schedule your consultation with a CERTIFIED FINANCIAL PLANNER™ or if you have any further questions, please complete the form below.

Our Phone Number

Our Address

Deland Location:

812 N. Woodland Blvd
​DeLand, FL 32720

Jacksonville Location:

12443 San Jose Boulevard, Suite 601
Jacksonville, FL 32223

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