Welcome To Fleishel Financial Associates

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

​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.​

Clarity and Confidence

Our proprietary Clarity and Confidence™ process allows our clients the time to focus on what really 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, your health, spirituality, career or hobbies.

Your Goals and Needs

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

Who We Serve

Families, Medical Professionals, 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

Medical Professionals

Corporate Executives

Business Owners

Our Blog

​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.​

How to Teach Your Grandkids About Money

How to Teach Your Grandkids About Money

Some conversations should be left up to parents, but grandparents should feel comfortable having basic talks about money with their grandchildren. Teaching young children about debt, investing, saving, and establishing good financial habits is something everyone in...

What Are Your Options for Student Loans?

What Are Your Options for Student Loans?

A college education is expensive. It’s very rare for someone to graduate without amassing significant debt. According to the College Board, seven out of 10 college graduates have loans, owing an average of $28,000 in 2012. Families spend about $19,000 a year on...

When And How Much Should You Save For Retirement?

Not only are most Americans unprepared for retirement, but they also don’t know how much they should save and what goals they should hit throughout their lives.  ​There are multiple estimates, online calculators, and rules of thumb to follow. Some people say you need...

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