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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.​

How To Master Positive Thinking

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...

Web Content And Your Business

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....

Traveling With Kids In The New Normal

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...

How To Hire Effectively

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

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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