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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.​

Avoid These Biggest Retirement Planning Regrets

Avoid These Biggest Retirement Planning Regrets

The Insured Retirement Institute (IRI) conducted a survey in March 2021, and the results demonstrated that Americans have a lot to learn about retirement planning. The online study was conducted in March 2021 and included 990 Americans between the ages of 40 and 73....

What To Do with Your Money Today

What To Do with Your Money Today

Prioritizing finances can be very difficult. Should you pay off debt? Save for retirement? Make extra mortgage payments? Save for your kids’ college fund? When you have a lot going on in your financial life, it can be hard to figure out what to do with your money...

Keep Calm and Carry On Investing

Keep Calm and Carry On Investing

It’s probably an understatement to say there’s a lot going on at the moment. Between your work, family, friends, worries about the future, and the never ending news cycle, it can feel like everything is on the line when trying to make decisions about investing....

Endemic COVID and the Economy

Endemic COVID and the Economy

COVID cases are plummeting across the country, and many believe we’re nearing the end of the pandemic stage and entering an era of endemic COVID. But what does that mean for the economy? What endemic COVID will do to the economy will depend on how the disease moves...

5 Things To Think About Before Retirement

5 Things To Think About Before Retirement

If you’re planning to retire within five years, there are some things you can do now to ensure that you’re confident, excited, and prepared when the time comes. When you think of retirement as a journey, you’re getting ready to take, you can see why it’s best to plan...

10 Spooky Halloween Activities

10 Spooky Halloween Activities

The leaves are changing color, the days are shorter, and the temperatures are dropping, which can only mean one thing: Halloween is just around the corner. We all have our Halloween traditions: going to the pumpkin patch, having costume contests, carving a...

Teaching Your Kids Good Savings Habits

Teaching Your Kids Good Savings Habits

Teaching your kids how to save money is no easy task, and there’s no one right way to do it. The truth is there are a million ways to teach your kids about this topic, and you can start them pretty young. Kids are young as eight or nine can not only learn how to spend...

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