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.
Financial Planning For Small Business Owners
If you’re a small business owner, you know how important it is to make the right financial decisions. Money flowing in and out is what keeps your business growing. The best way to make sure you continue to survive and thrive is to be prepared when it comes to your...
Should Your Small Business Offer A Profit-Sharing Plan?
If you’re a small business owner looking to expand and bring in new talent, you’re probably thinking about what benefits you can offer to attract the best and brightest. A retirement plan is one of the most essential things you can offer. While most people are...
Are You Making The Best 401(k) Investment Choices?
With the drastic reduction in defined benefit plans offered by most public companies and the more popular defined contribution plans like 401(k)s, investment choices and the corresponding investment risk are now the responsibility of the plan participant. ...
College vs. Retirement: 4 Situations To Consider About Your Savings Plans
Having children changes everything, especially your finances. When it comes to long-term planning, a lot of parents have a hard time figuring out whether they should save for their own retirement or build a college fund for their children. The truth of the matter...
How To Be Successful In Business In 2020: Preparing For The New Year
Most people see the new year as a fresh start. It’s a blank page where you can start writing a new story, laying out new goals and setting the groundwork for the year to come. What’s the best way to get your year off to a good start? Here are some great tips and...
Building Wealth In The Years Leading Up To Retirement
As you near retirement age, you should already have a significant amount of retirement savings but that doesn’t mean you shouldn’t preserve what you have and continue looking for growth opportunities. Here are some ideas you can use to maximize your savings in the...
Rein In Your Holiday Spending
The holiday season is a great time to score some major shopping deals but it isn’t always easy to stick to your budget. Stores offer huge discounts, gift card promotions, and free shipping to draw you in, hoping that you’ll overspend on items that aren’t on sale....
College Students And Money Management
The holiday season is upon us but, if you’re a small business owner, odds are you’ve already been preparing for weeks. After spending countless days getting ready, it can be hard for small business owners to put their plans into action while coping with the rush of...
How To Survive The Holiday Rush: A Guide For Small Business Owners
The holiday season is upon us but, if you’re a small business owner, odds are you’ve already been preparing for weeks. After spending countless days getting ready, it can be hard for small business owners to put their plans into action while coping with the rush of...
8 Landmines To Avoid Before You Retire
So many of our clients come to us within a few short years or less before they plan on retiring. Once they do, they say they visualized a retirement far different from the one they actually are experiencing. Before they stopped working, they thought retirement would...
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