About UsCERTIFIED FINANCIAL PLANNER™ professional for your team.
Clarity and Confidence for Life®
Meet Our Team
Offices conveniently located near downtown DeLand & MANDARIN AREA OF JACKSONVILLE.
We pride ourselves in having team members with a CFP® board certification, proprietary planning processes and ongoing persistence to coach our clients in making the smartest financial choices possible.
Thomas B. Fleishel, MBA, CFP®
FOUNDER AND PRESIDENT
FINANCIAL ADVISOR CFP®
CLIENT SERVICE ASSOCIATE
Client Service Associate
CHIEF OPERATIONS OFFICER
JUNIOR CLIENT SERVICE ASSOCIATE
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.
SCHEDULE A COMPLIMENTARY
15-MINUTE STRATEGY SESSION TODAY