Clarity and Confidence for Life®
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.
Our Clarity & Confidence for Life Process®
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.
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