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Fleishel Financial Associates
Clarity and Confidence for Life®
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Clarity and Confidence for Life®

​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.​

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.​

Retirement Planning for Women

Retirement Planning for Women

Retirement planning is crucial for everyone, regardless of gender. However, women often face unique challenges when it comes to retirement due to factors such as longer life expectancy, lower lifetime earnings, and time taken off for caregiving responsibilities. Here...

How to Increase Mental Sharpness

How to Increase Mental Sharpness

Mental sharpness, or mental acuity, can mean a lot of things, but basically, it’s measured by how good your memory is, how you process and learn new ideas, and your levels of concentration, focus, and understanding. The stronger these things are, the more mentally...

5 Steps To Take To Prepare For Your Retirement

5 Steps To Take To Prepare For Your Retirement

Retirement planning might seem overwhelming, but breaking it down into steps makes the whole process much more manageable. To thoroughly enjoy your retirement, you must take the planning part seriously. Think about your retirement goals and how much time you have to...

The Case for Delaying Social Security Benefits

The Case for Delaying Social Security Benefits

Retirement researchers have been advocating for delaying Social Security benefits until as close to age 70 as possible, and new research backs up this advice. Many people may realize that delaying means an increase in benefits, but they don’t realize just how much of...

Many Covid Tax Changes Are Coming to an End

Many Covid Tax Changes Are Coming to an End

It’s time to file your taxes again! Things have slowly been returning to normal since the height of the Covid-19 pandemic, and the same can be said for your taxes, as many of the benefits and exceptions put in place are going away. Taxpayers may not see a refund this...

Inflation Is Up: Should You Worry?

Inflation Is Up: Should You Worry?

There have been many news stories about high inflation lately, and you may be feeling it when you shop. Rising prices are eating up bigger parts of family budgets, and some necessary items are more expensive than they’ve been in years. On the other hand, the highest...

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