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.
4 Things People Are Talking About In Retirement News
Here are some of the most buzzed-about things in the retirement industry today. 1. People aren’t saving enough in their 401(k)s.About half of people responding to a poll by bankrate.com said that they did not increase the rate of their 401(k) contribution this year...
How Do Current Business Trends Affect Small Businesses In 2019?
There are a lot of news stories about how modern advancements like artificial intelligence and online privacy concerns affect big businesses but what about small ones? How do these trends influence entrepreneurs and how does someone approach starting a small business...
5 Things For Women To Help Plan More Successfully For Retirement
Specifically, a lot of women want to know how they can make sure they’re saving as much as a man would. CERTIFIED FINANCIAL PLANNERS get a lot of questions about how women should save for retirement. Specifically, a lot of women want to know how they can make sure...
The Effects of Impeachment on the Market
Most people assume that impeachment has a negative effect on the markets. Historically, that’s not the case though data is somewhat limited. One key thing to remember is that impeachment is not a criminal indictment but rather a political process. It’s not easy to...
Healthy, Wealthy, and Wise: Self-Care Strategies For Small Business Owners
Most small business owners wake up early and go to bed late, working from the moment their feet hit the floor until they can finally sit down again in the evening. Generally, people who run their own business do not get to take long vacations and do not have the...
Why More Americans Than Ever Are Not Prepared For Retirement
According to the Wall Street Journal, the generation currently reaching retirement age is the least prepared since Harry Truman was president back in the late 1940's and early 1950's. Americans nearing their golden years are concerned that there may not be enough in...
The Unexpected (And Often Unnecessary) Cost of Getting a Child into College
These days, a lot of parents are doing all they can to help their kids get into college - no matter what the financial cost is. Private tutors, test prep courses, music, voice, or foreign language lessons do not come cheap. But it wasn’t always this way. There was a...
Disparity In Women’s Retirement Readiness
According to a recent survey by T. Rowe Price of 3,005 adults, women approaching retirement age have less than half the amount in their retirement savings as men. The same is true of younger generations. Women are saving less than men and, as a result, many are...
Thomas Fleishel Of Fleishel Financial Honored
DeLand, FL - July 8, 2019 – Thomas Fleishel, MBA, CFP® and owner of Fleishel Financial in DeLand, received Honorable Mention in the 13th Annual Invest in Others Awards for his philanthropic contributions to The Athens Theatre. As a result, Athens Theatre will receive...
The Good And Bad Of Working In Retirement
While most people cannot wait to retire, when the time comes it’s not unusual for people to go back to work. Whether they need money to supplement their income or more structure, stimulation, or socialization, some people find fulfillment in returning to work. There...
Let’s get started.
We’re dedicated to responding to and addressing the financial needs of others. To schedule your consultation with a CERTIFIED FINANCIAL PLANNER™ or if you have any further questions, please complete the form below.