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.​

The Pandemic’s Effect On Women’s Labor

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

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...

Retirement Planning Tips For 2021

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

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...

5 Red Flags Of Inefficiency In Plain Sight

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

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...

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