Welcome To Fleishel Financial Associates

Clarity and Confidence for Life®
About UsContact Us

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.​

Retirement Plan Options For The Self-Employed

Retirement Plan Options For The Self-Employed

Self-employment gives people a lot of freedom and flexibility but it can make saving for retirement quite difficult. People who work for themselves have to be diligent enough to save on their own since there isn’t an employer-sponsored plan that allows for automatic...

Why You Shouldn’t Wait To Save For Retirement

Why You Shouldn’t Wait To Save For Retirement

There’s always a reason not to save for retirement. ​ Early in your career, you’re most likely paying off student loans, saving for a down payment on a home, or maybe paying off wedding debt, all while earning an entry level salary. As you move into your 30's, you...

What is a Backdoor Roth IRA?

What is a Backdoor Roth IRA?

A traditional IRA is typically made with pre-tax dollars, grows tax-deferred and will be taxed when withdrawn at retirement.  A Roth IRA is funded with after-tax dollars, grows tax deferred but qualified withdrawals are not taxable when withdrawn.   Because there are...

Top 9 Money Management Tips For Teens

Top 9 Money Management Tips For Teens

When trying to teach teens about money management, most parents put a lot of focus on limiting spending. While this is certainly an important part of budgeting, teens also benefit from learning about things like compound interest, credit card use, and savings...

Saving For Vacation On A Budget

Saving For Vacation On A Budget

If you’re on a tight budget, a relaxing vacation probably seems out of reach. After all, how can you save for a vacation when you’re already stretching every dollar so thin? And even if you could, how can you enjoy yourself if you feel guilty about spending money on a...

5 Smart Ways to Save for College

5 Smart Ways to Save for College

Anyone who has ever taken out a student loan knows what a huge impact they have on your finances after graduation and well into your working life. Student loans are one of the largest sources of consumer debt which is an overwhelming thought for someone considering...

9 Ways to Save on Unavoidable Monthly Bills

9 Ways to Save on Unavoidable Monthly Bills

When you’re trying to cut back on spending, the first things people cut back on are the things that are easily identifiable as unnecessary. If you eat out multiple times a week, get a fancy coffee drink every morning before work, or indulge in weekly manicures, you...

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.

Our Phone Number

Contact Us

15 + 9 =