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.
How To Master Positive Thinking
We have heard about the power of positive thinking since we were children. Many fairy tales demonstrate this, but perhaps none so much as the Little Engine that Could. The little blue engine chanted its mantra of “I think I can, I think I can” as it made its way over...
Tips For Running A Start-Up As A First Time Founder
Entering the startup world without any experience is a daunting task. Without the experience of working at another startup or tech firm, you’re thrown into an unfamiliar high-stakes environment with a substantial learning curve. First-time founders face a huge...
How Prepared For Retirement Are Millennials And Generation X?
How Prepared for Retirement Are Millennials and Generation X? The National Institute on Retirement Security puts together surveys every two years assessing the generational views of retirement. Unsurprisingly, the recent survey showed that, for most Americans,...
Web Content And Your Business
If you don’t have a website, there’s no telling how many customers you’re missing out on. One of the first things that people do when considering a business is Google it, and if nothing shows up, they’re likely to move on to another company high in the search results....
Five Simple Ways To Be Supportive Through Actions
If you thought you needed to spend a lot of money or put months into planning a gesture to show the special people in your life that you love them, think again. Here are five simple things you can do to show the best people in your life how much they mean to you,...
Beyond The Numbers: 5 Essential Questions To Ask Yourself Before You Retire
When you ask most people if they are retirement-ready, the answers you get will probably include a lot of numbers. Most people have put a lot of thought into their savings strategy, expenses, withdrawals, and inflation. They may have even factored increasing...
Traveling With Kids In The New Normal
The world is starting to open back up, and many people are itching to travel. After more than a year at home, what do you need to know when flying with your children? If you’re anxious to see the world but aren’t sure what you need to know, here are the main things to...
The Importance Of Connecting With Customers And How To Do It
You’ve probably heard that building a connection with customers is one of the most important things you can do to grow your business. It not only expands your reach but also helps to retain the customers you already have. But building a genuine connection with your...
How To Hire Effectively
Most business owners understand the importance of hiring the right people, but not everyone realizes the true cost of hiring the wrong people. Research shows that one bad hire costs a company about $15,000, not to mention the time and money spent looking for and...
7 Steps To Successful Estate Planning
There are a few general steps to follow when creating an estate plan. First, make sure you have one that’s updated and revised regularly. Next, get all of the essential documents in order, including your will, power of attorney, living trust, and any advanced medical...
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