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.
Choosing The Right Trustee: 4 Things To Consider
The idea of appointing a trustee seems simple enough, but choosing the right person is a complex decision that should not be taken lightly. Many things go into setting up a trust, including how the assets will be dispersed and the amount that goes to each beneficiary....
3 Strategies To Keep Stress Manageable
Many people allow stress to progress to a point where it takes over before trying to cope with it. Since stress is something that everyone faces at some point in their lives, it makes sense to prepare for it and learn how to prevent it when possible, especially at the...
Unusual Benefits That Attract Top Talent
The COVID-19 pandemic has drastically shifted the way many people think about work. No one knows the long-term effects of the pandemic on the workplace, but it’s safe to assume that we’ll be feeling the repercussions for the foreseeable future. One thing that’s...
Required Minimum IRA Distributions In 2021
The rules for required minimum distributions or RMDs change occasionally, but there have been many changes in the last few years. Knowing the rules for 2021 can save you income taxes and help you avoid any penalties. RMDs are, as the name suggests, required and there...
How To Handle Criticism As An Entrepreneur
There are few things more hurtful than criticism, especially when you’re an entrepreneur who’s trying to get a business off the ground. There are many popular opinions about how to handle critics. Roosevelt expressed that the credit goes to the person who is actually...
How To Develop Good Micro-Habits
Learning something new or building a new habit can be overwhelming, but one way to make it more manageable is to break it down into smaller steps. A great example of this is toddlers learning how to walk. As infants, they start by learning to hold their heads up and...
The Pandemic’s Effect On Women’s Labor
If you ask around, you’re sure to hear many stories from the women in your life about how the pandemic has affected their life. Even women who were lucky enough to have their own businesses or a thriving career and a savings account to fall back on are facing tough...
Effective Hiring Practices For Startups
Every business starts with an idea, but sometimes it just doesn’t seem real until you start telling other people your plans. When you invite someone else to join you in your new venture, it’s a huge step in making your dream a reality. You need a lot of things to run...
Making The Most Of Social Security Spousal Benefits
Many people do not utilize Social Security benefits to their full potential. If you are currently married, a divorcee, or a widow, you might be missing out on the benefits you’re entitled to. Here’s what you need to know about maximizing your Social Security spousal...
Retirement Planning Tips For 2021
It might be an understatement to say that retirement planning has been looking a little different lately, considering the impact that Covid-19 has had on our health and the economy. Some people may have considered retiring early with fewer savings than they’d planned....
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