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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.​

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

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

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...

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