This video details provide an at-a-glance look at Fleishel Financial and it's exclusive process, The Strategic Wealth Solution™. This six-step process ensures continuous monitoring of your financial situation, helping clients focus on key areas of their lives with purpose.
  1. C L A R I T Y    The Financial Life Planner™
    This interactive visual tool of ours maps out your future plans, helping to prioritize your specific goals, benchmarking your current financial reality, and providing confidence that you have a proactive life strategy.
  2. S T R AT E G Y    The Strategic Solution™
    After a comprehensive analysis of your financial picture, we present a customized Strategic Solution. This helps you make even smarter choices with your money to minimize risk, reduce income taxes, and increase income.
  3. A C T I O N    The Solution Transition™
    Working from your strategic solution and with your other advisors, we help you implement this list of action items, defining responsibilities for you and us. This provides leadership, capability and accountability, giving you more time to focus on your family, health, career, or hobbies.
  4. C O N F I D E N C E    The Progress Report
    We schedule regular meetings and adjust your plan as needed, keeping you informed and confident that we are working towards your goals. This process includes the Total Allocation Advantage, where we conduct ongoing research and investment management of your entire portfolio to minimize volatility, eliminate overlapping strategies, ensure consistency with your Investment Policy, and mitigate income taxes.*
  5. P R O T E C T I O N    Digital Document Organizer™
    We scan, organize and maintain all of your key financial and estate documents on a password protected flash drive or a secure online vault, keeping that information in a safe place.
  6. R E F O C U S    Our Recommitment Conversation™
    This annual update of your dangers, opportunities, and strengths renews your focus and commitment to your goals. We revisit the Financial Life Planner, capturing life changes as we continue through the cycle. Then we present your updated Strategic Solution and comprehensive financial plan to make sure you're on the right track.

*Raymond James Financial Services, Inc. does not offer tax services.