Clarity and Confidence for Life®
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.
The Pandemic’s Effect On Women’s Labor
If you ask around, you’re sure to hear many stories from the women in your life about how the pandemic has affected their life. Even women who were lucky enough to have their own businesses or a thriving career and a savings account to fall back on are facing tough...
Effective Hiring Practices For Startups
Every business starts with an idea, but sometimes it just doesn’t seem real until you start telling other people your plans. When you invite someone else to join you in your new venture, it’s a huge step in making your dream a reality. You need a lot of things to run...
Making The Most Of Social Security Spousal Benefits
Many people do not utilize Social Security benefits to their full potential. If you are currently married, a divorcee, or a widow, you might be missing out on the benefits you’re entitled to. Here’s what you need to know about maximizing your Social Security spousal...
Retirement Planning Tips For 2021
It might be an understatement to say that retirement planning has been looking a little different lately, considering the impact that Covid-19 has had on our health and the economy. Some people may have considered retiring early with fewer savings than they’d planned....
Emerging Business Trends For 2021
It’s an understatement to say that 2020 has been challenging for small businesses. In reality, it was probably one of the toughest years in history. That said, plenty of small businesses have shown their resiliency, doing whatever they needed to do to navigate an...
Financial Advice For 2021 From 6 Female Business Leaders
Most people start the year with resolutions, and a lot of them focus on money. Money is something that everyone thinks about, and to learn how to be successful with it, it’s best to listen to the advice of people who have met their financial goals. Knowing what the...
5 Red Flags Of Inefficiency In Plain Sight
Any business owner knows that paying attention to the details is essential for success. If you don’t, you could end up in a lot of trouble. Think of details as small holes in the bottom of a boat. Missing one might not sink you, but it does let in some water that you...
Navigating The Business World As A Powerful Woman
The business world seems to finally be lifting the idea of women in leadership. Success stories about influential women like Tracy Lawrence, Katrina Lake, and Susan Wojcicki are becoming more frequent. But that doesn’t mean that powerful men and women are treated the...
The Pandemic Recession And Retirement: What You Need To Know
The pandemic recession has led to record unemployment numbers. One group that has been hit particularly hard is those nearing retirement. Not only have millions of older workers lost their jobs, but they also face drastically increased health risks, making it more...
What Small Business Owners Need to Know About Florida’s Minimum Wage
In 2020, Florida voters supported a ballot measure to raise the minimum wage to $15 an hour over the next six years. Currently, the minimum wage in Florida is $8.56 an hour. The newly approved amendment raises the minimum wage to $10 an hour next year, with an...
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