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.
Emerging Business Trends For 2021
It’s an understatement to say that 2020 has been challenging for small businesses. In reality, it was probably one of the toughest years in history. That said, plenty of small businesses have shown their resiliency, doing whatever they needed to do to navigate an...
Financial Advice For 2021 From 6 Female Business Leaders
Most people start the year with resolutions, and a lot of them focus on money. Money is something that everyone thinks about, and to learn how to be successful with it, it’s best to listen to the advice of people who have met their financial goals. Knowing what the...
5 Red Flags Of Inefficiency In Plain Sight
Any business owner knows that paying attention to the details is essential for success. If you don’t, you could end up in a lot of trouble. Think of details as small holes in the bottom of a boat. Missing one might not sink you, but it does let in some water that you...
Navigating The Business World As A Powerful Woman
The business world seems to finally be lifting the idea of women in leadership. Success stories about influential women like Tracy Lawrence, Katrina Lake, and Susan Wojcicki are becoming more frequent. But that doesn’t mean that powerful men and women are treated the...
The Pandemic Recession And Retirement: What You Need To Know
The pandemic recession has led to record unemployment numbers. One group that has been hit particularly hard is those nearing retirement. Not only have millions of older workers lost their jobs, but they also face drastically increased health risks, making it more...
What Small Business Owners Need to Know About Florida’s Minimum Wage
In 2020, Florida voters supported a ballot measure to raise the minimum wage to $15 an hour over the next six years. Currently, the minimum wage in Florida is $8.56 an hour. The newly approved amendment raises the minimum wage to $10 an hour next year, with an...
Social Security Taxes and Benefits: Changes for 2021
Recently, the Social Security Administration announced changes in the taxable wage base and benefits for retirees. What does this mean for you? Let’s take a closer look. Wage Base The maximum amount of earnings subject to Social Security tax rose significantly,...
How to Teach Your Grandkids About Money
Some conversations should be left up to parents, but grandparents should feel comfortable having basic talks about money with their grandchildren. Teaching young children about debt, investing, saving, and establishing good financial habits is something everyone in...
Six Quick and Easy Ways Small Businesses Can Save Time
When you own a small business, there usually aren’t enough hours in the day to get everything done. Small business owners wear so many hats, anything that can save a bit of time is welcome. Here are six simple things you can do to give yourself a little more time to...
Does Paying for Your Child’s College Tuition Mean Going into Debt?
It’s not unusual for parents to help their children pay for living expenses, even after their child graduates from college. The student loan crisis will only continue to get worse as college tuitions rise, and parents are increasingly helping their children pay...
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