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.
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...
Social Security Taxes and Benefits: Changes for 2021
Recently, the Social Security Administration announced changes in the taxable wage base and benefits for retirees. What does this mean for you? Let’s take a closer look. Wage Base The maximum amount of earnings subject to Social Security tax rose significantly,...
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...
Six Quick and Easy Ways Small Businesses Can Save Time
When you own a small business, there usually aren’t enough hours in the day to get everything done. Small business owners wear so many hats, anything that can save a bit of time is welcome. Here are six simple things you can do to give yourself a little more time to...
Does Paying for Your Child’s College Tuition Mean Going into Debt?
It’s not unusual for parents to help their children pay for living expenses, even after their child graduates from college. The student loan crisis will only continue to get worse as college tuitions rise, and parents are increasingly helping their children pay...
Covid-19 and the Effects on Women in the Workplace
After decades of fighting for equal pay and opportunities, women’s careers are being drastically affected by COVID-19. Across the board, women and minorities are being disproportionately affected by the pandemic for many reasons. They hold jobs that are less likely to...
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...
Exit Strategies: How to Move on to What’s Next as a Small Business Owner
When you first start a small business, the last thing you’re probably thinking about is an exit strategy, but the truth is you should be. Every small business owner or entrepreneur should start thinking about an exit strategy from the very beginning. There are a few...
Fixing a Common Mistake when Saving for Retirement
Those who reach retirement age but are short on savings have to rethink the plans they had for their golden years. According to a recent survey, more than half of Baby Boomers admitted that they may have to look for another job in retirement to have enough money to...
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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