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 To Do with Your Money Today
Prioritizing finances can be very difficult. Should you pay off debt? Save for retirement? Make extra mortgage payments? Save for your kids’ college fund? When you have a lot going on in your financial life, it can be hard to figure out what to do with your money...
Keep Calm and Carry On Investing
It’s probably an understatement to say there’s a lot going on at the moment. Between your work, family, friends, worries about the future, and the never ending news cycle, it can feel like everything is on the line when trying to make decisions about investing....
Endemic COVID and the Economy
COVID cases are plummeting across the country, and many believe we’re nearing the end of the pandemic stage and entering an era of endemic COVID. But what does that mean for the economy? What endemic COVID will do to the economy will depend on how the disease moves...
Inflation May Remain High And Longer Than Predicted
If you’re seeing higher prices at the pump, the grocery store and power bills, you’re not alone. The Consumer Price Index rose 6.8 percent from November 2020 November 2021, the largest 12-month increase since the period ending June 1982. Energy prices rose a whopping...
A Step-By-Step Guide To Turning A Dream Into A Business
It’s easy to think that a good business idea will naturally lead to success, but any entrepreneur will tell you, it’s not that easy. You need more than an idea. You need patience, dedication, and a strong worth ethic to take your idea and turn it into a reality. Here...
5 Things To Think About Before Retirement
If you’re planning to retire within five years, there are some things you can do now to ensure that you’re confident, excited, and prepared when the time comes. When you think of retirement as a journey, you’re getting ready to take, you can see why it’s best to plan...
10 Spooky Halloween Activities
The leaves are changing color, the days are shorter, and the temperatures are dropping, which can only mean one thing: Halloween is just around the corner. We all have our Halloween traditions: going to the pumpkin patch, having costume contests, carving a...
Teaching Your Kids Good Savings Habits
Teaching your kids how to save money is no easy task, and there’s no one right way to do it. The truth is there are a million ways to teach your kids about this topic, and you can start them pretty young. Kids are young as eight or nine can not only learn how to spend...
How To Master Positive Thinking
We have heard about the power of positive thinking since we were children. Many fairy tales demonstrate this, but perhaps none so much as the Little Engine that Could. The little blue engine chanted its mantra of “I think I can, I think I can” as it made its way over...
Tips For Running A Start-Up As A First Time Founder
Entering the startup world without any experience is a daunting task. Without the experience of working at another startup or tech firm, you’re thrown into an unfamiliar high-stakes environment with a substantial learning curve. First-time founders face a huge...
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.