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.
Covid-19 and the Effects on Women in the Workplace
After decades of fighting for equal pay and opportunities, women’s careers are being drastically affected by COVID-19. Across the board, women and minorities are being disproportionately affected by the pandemic for many reasons. They hold jobs that are less likely to...
What Are Your Options for Student Loans?
A college education is expensive. It’s very rare for someone to graduate without amassing significant debt. According to the College Board, seven out of 10 college graduates have loans, owing an average of $28,000 in 2012. Families spend about $19,000 a year on...
Exit Strategies: How to Move on to What’s Next as a Small Business Owner
When you first start a small business, the last thing you’re probably thinking about is an exit strategy, but the truth is you should be. Every small business owner or entrepreneur should start thinking about an exit strategy from the very beginning. There are a few...
Fixing a Common Mistake when Saving for Retirement
Those who reach retirement age but are short on savings have to rethink the plans they had for their golden years. According to a recent survey, more than half of Baby Boomers admitted that they may have to look for another job in retirement to have enough money to...
When And How Much Should You Save For Retirement?
Not only are most Americans unprepared for retirement, but they also don’t know how much they should save and what goals they should hit throughout their lives. There are multiple estimates, online calculators, and rules of thumb to follow. Some people say you need...
2020 Small Business Trends
To say that 2020 has brought a lot of challenges is an understatement, but to continue to succeed and even thrive, small businesses have gotten creative and embraced change. Here are five trends that small businesses owners should latch onto in 2020 to stay ahead of...
How To Teach Kids About Money
If you’re committed to teaching your kids about money, there are plenty of ways to help your child learn financial lessons in their day-to-day lives. Teaching important financial lessons early will help your children learn about the importance of saving and managing...
Remedy – A 6 Step Process
The Importance Of Owning Stocks, Even In Retirement
A lot of things have drastically changed recently, and the anxiety gripping the markets has caused significant declines. It’s a scary time for any investor, even those that are most concerned with their long-term returns. Conventional wisdom says that long-term...
If You’re A Homeowner, Don’t Make This Retirement Mistake
A lot of homeowners assume that their homes are going to continue to increase in value and that, eventually, this will compensate for a lack of retirement savings. There is a substantial retirement saving crisis in the United States, and a lot of people are banking on...
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