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.
5 Easy Ways to Avoid Retirement Spending Anxiety
If you have a decade or more until you plan to retire and you’re already freaking out about spending your retirement savings, there’s no need to panic. There are some easy things you can do right now that can help prevent a lot of stress and anxiety down the line....
Handling Fear of Spending During Retirement
Today, most retirees depend on a combination of Social Security and distributions from a 401(k) or IRA to pay the bills. Unfortunately, pensions supporting workers into their golden years aren’t commonplace anymore and it can be intimidating to figure out how to...
Five Top Questions to Ask your Financial Advisor
Given the rollercoaster impact of volatile markets and the need to pay attention to what’s happening to your investments and financial plan, clearly understanding the impact of your advisor’s scope of advice and deliverables is critical. Emotions play a large part of...
Finding Financial Independence without Early Retirement
It’s easy to feel like financial independence is out of reach, especially if you know you aren’t on track to retire early, but don’t be discouraged. There are plenty of ways to use the concept of financial independence and apply it to your own life. Most people...
10 Reasons People Go Broke after Retirement
There are a lot of things to worry about when it comes to your retirement savings. Are you saving enough? Will you outlive your nest egg? Can you maintain a comfortable lifestyle? If you’ve had these concerns, you’re not alone. Most people have the same fears....
Are Separate Finances the Solution?
A recent article in the Chicago Tribune[1] provides a glimpse of the troubles money can cause in marriage. According to the article, about one-third of couples, even the happiest ones, argue about finances at least once a month. In fact, 70% of married couples fight...
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