About Fleishel financial associates
Fleishel Financial Associates: Creating Financial Clarity and Confidence for Life
Fleishel Financial Associates is a team of Certified Financial Planners (CFP) and financial advisors who are dedicated to helping individuals, families, and businesses achieve their financial goals. With over 30 years of experience in the industry, Fleishel Financial has built a reputation for providing personalized financial planning services that are tailored to each client's unique needs.
At Fleishel Financial, we understand that managing your finances can be overwhelming. That's why we take a holistic approach to financial planning, taking into account all aspects of your life – from your current financial situation to your long-term goals and aspirations. Our goal is to help you create a comprehensive plan that will provide you with the clarity and confidence you need to make informed decisions about your finances.
Our Services
We offer a wide range of services designed to help our clients achieve their financial objectives. These include:
1. Retirement Planning: We work with clients at all stages of life – from those just starting out in their careers to those who are nearing retirement age – to develop customized retirement plans that will help them achieve their desired lifestyle in retirement.
2. Investment Management: Our investment management services are designed to help clients build wealth over time while minimizing risk.
3. Estate Planning: We work with clients on estate planning strategies that will ensure their assets are distributed according to their wishes after they pass away.
4. Tax Planning: Our tax planning services aim at minimizing tax liabilities while maximizing returns on investments.
5. Insurance Planning: We provide insurance solutions tailored specifically for each client's needs including life insurance, disability insurance, long-term care insurance among others.
6. Business Succession Planning: For business owners looking forward towards succession or exit strategy we offer business succession planning service which helps them plan ahead so as not only protect but also maximize the value of the business when it comes time for transition.
Our Process
At Fleishel Financial, we believe that the key to successful financial planning is a thorough understanding of each client's unique situation. That's why we take the time to get to know our clients on a personal level, asking questions about their goals, values, and priorities. We then use this information to develop a customized financial plan that is tailored specifically for them.
Our process begins with an initial consultation where we discuss your current financial situation and your long-term goals. From there, we will work with you to develop a comprehensive plan that takes into account all aspects of your life – from retirement planning and investment management to estate planning and tax planning.
Once your plan is in place, we will continue to monitor it regularly and make adjustments as needed based on changes in your life or the market. Our goal is always to provide you with the clarity and confidence you need to make informed decisions about your finances.
Why Choose Fleishel Financial Associates?
There are many reasons why clients choose Fleishel Financial Associates for their financial planning needs:
1. Experience: With over 30 years of experience in the industry, our team has the knowledge and expertise needed to help clients achieve their financial objectives.
2. Personalized Service: We take a personalized approach to financial planning, taking into account each client's unique needs and circumstances.
3. Holistic Approach: Our holistic approach ensures that all aspects of our clients' lives are taken into consideration when developing their financial plans.
4. Transparency: We believe in being transparent with our clients at all times so they can make informed decisions about their finances.
5. Commitment: We are committed not only towards providing quality service but also building long-lasting relationships with our clients based on trust & mutual respect
Conclusion
In conclusion, Fleishel Financial Associates is dedicated towards helping individuals achieve clarity & confidence when it comes down managing finances throughout life’s journey by providing personalized services that are tailored to each client's unique needs. Our team of Certified Financial Planners (CFP) and financial advisors have the knowledge and expertise needed to help clients achieve their financial objectives. We take a holistic approach to financial planning, taking into account all aspects of our clients' lives – from retirement planning and investment management to estate planning and tax planning. Contact us today for a consultation!
fleishelfinancial.com
