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.
Saving For Retirement vs Investing In Your Business
When it comes to saving for retirement, self-employment presents different challenges. Salaried employees should save for retirement no matter what, but those who own a business have to decide what will deliver the biggest financial benefit. Sometimes, saving for...
Top 7 Reasons Businesses Don’t Have The Best Retirement Plan
Seven Top Reasons Why Small Business Owners Are Not Getting The Most Tax Savings From Their Retirement Plan
Many small business owners may be using retirement plans like Simple IRAs or SEP plans but they often are not aware they are leaving huge tax savings on the table. There are also quite a few slip-ups that prevent them from taking advantage of the best retirement...
Now Is The Time To Be Diligent And Protect Your Finances
Seniors and retirees are heavily at risk for catching COVID-19. While you’re doing what you can to stay healthy, it’s also important to keep your financial health in order. Unfortunately, a lot of scammers are preying on seniors during this time and the stress of the...
Keeping Your Immune System Strong In These Stressful Times
Under times of intense stress, it’s important to give your immune the support it needs to stay healthy. One of the easiest ways to do this is to incorporate some of the following delicious foods into your diet. 1. Citrus.Everyone knows that vitamin C is good for...
Employee Benefits That Attract The Best Candidates
Benefits are anything an employer provides employees in addition to their salary. They’re important because they have a big impact on employee satisfaction. They can attract better candidates to your business and keep the good employees you already have. One of the...
Self-Care In The Shadow Of COVID-19
If you’ve been monitoring your investments, you’ve seen the impact of COVID-19 on the market. While there are a lot of unknowns right now, it’s important to remain committed to your end financial goals. The economy has its ups and downs and the best approach is...
How To Be A Mentor In The Age Of Telecommuting
COVID-19 may have forced remote work on a lot of businesses but that doesn’t necessarily have to be a bad thing. While some may see telecommuting as the only way to keep their business up and running, it’s also a great opportunity to train your employees and truly be...
How Seniors Can Cope With Isolation
While everyone is feeling a bit uncertain due to the impact of COVID-19, seniors face a particularly difficult challenge. Senior citizens are more likely to feel isolated in general and this has only been made worse in the age of social distancing. As our everyday...
Should You Maintain Separate Finances When Married?
When couples decide to get married, there are some important things to consider beyond wedding planning. One of the most important decisions you’ll make as a married couple is how to approach your finances. Specifically, is it better for you to combine your bank...
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.