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.​

Tips for Saving More Money

Tips for Saving More Money

Many people consider making financial changes as part of their resolutions for the new year. If you want to get savvier about your savings, here are three ways to go into money-saving mode. 1. Set specific savings goals. If you’re always promising yourself you’ll “do...

What Are the Ultra-Wealthy Investing In Now?

What Are the Ultra-Wealthy Investing In Now?

According to Michael Sonnenfeldt, founder and chairman of Tiger 21, wealthy investors are pivoting back to stocks, with one sector being perhaps the biggest opportunity in history. Tiger 21 is a network of ultra-high-worth investors, executives, and entrepreneurs, and...

Life Lessons Learned

Life Lessons Learned

On a Personal Note It’s fun to reminisce about some of our life’s memorable experiences, especially the ones that are humorous and ones that taught us life lessons.  Growing up in my hometown of DeLand in the 60s and 70’s, life was vastly different from today in so...

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