Are you a business owner or executive who spends most of your time and energy creating wealth at work and keeping up with your family commitments? If so, you may find that your personal wealth is not working as hard for you and your family as you would like.

You may be spending too much time trying to coordinate various professionals without getting the financial results you want. Or, you may be frustrated because your portfolio may not be aligned with your long-term goals.

Fleishel Financial offers a different, better way for business owners, professionals, and executives.

The bottom line is we save you time by being the central point of contact for all of your financial needs. And we are always accountable to you.

• Creating and monitoring a financial plan designed to help you reach your family's goals and coordinating and organizing all experts and documents,
  
  
• Selecting and managing your investments so that you are well-positioned with the appropriate asset diversification for your portfolio,
  
  
• Helping preserve your business and family wealth through insurance, risk management, and trusts,
  
  
• Income tax reduction strategies and ongoing management as well as long-term planning such as establishing and updating your estate, and
  
  
• Delivering complete business services including investment banking, retirement plans, employee benefits, and commercial lending.*

All clients work with both Tom Fleishel and his support team. Tom is a fellow business executive and principal and founding member of Fleishel Financial Associates, Inc. He is a CFP^® and has spent 19 years helping his clients achieve their financial goals.

In order to deliver the highest personalized service to our clients, Fleishel Financial limits our client roster to serve business executives or families with a minimum of $500,000 to invest.

To get more information or a FREE article, "9 Questions Business Owners and Professionals Must Ask Before Setting-Up a Long-Term Wealth or Retirement Plan" you can contact us by email

Or call Cyndi at 386-738-1800, Extension 301.