Fleishel Financial Associates is a team of professionals that serves as your "go-to" financial coordinator.

We start by understanding a client's core values and goals and then help create and implement the "Financial Life Planner" - a step-by-step action plan to organize and simplify clients' lives.

Simply, our goal is that you benefit from our financial services. Our approach typically includes:

• Clearly understanding your values and goals,
  
  
• Creating and monitoring a pro-active financial plan,
  
  
• Selecting the appropriate asset mix for your portfolio,
  
  
• Coordinating professionals in other financial areas and organizing
  all your financial issues and documents, and
  
  
• Proactive management when something changes in your life
  or external markets impact your investments.
  

We utilize a team approach to solve your complex financial challenges and goals, working in tandem with your other professionals such as your attorney or accountant. We bring in and manage specialists to address whatever particular needs and concerns your financial situation warrants.

Through Raymond James Financial Services, Inc. we have direct access to professionals in each of the critical areas listed in the "10 Clients Deliverables."

Fleishel Financial Associates offers "10 Client Deliverables" to our comprehensive financial planning clients. We invite you to see the full list here.