Are you in charge of your own or family wealth and spend too much time and energy keeping up with your daily and family commitments to become a financial and investment expert? 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. Or, your long-term plans such as your estate and asset protection may be out-of-date.

Fleishel Financial offers a different, better way for individuals and family stewards.

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 for growth potential and have the appropriate asset diversification for your portfolio,
  
  
• Helping preserve your legacy, assets 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 financial services including personal lending, direct investing, and cash management.*

All clients work with both Tom Fleishel and his support team. Tom is the 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.

To get a FREE report, "9 Questions You Must Ask Before Setting Up A Long-Term Wealth Or Retirement Plan For Yourself Or Your Family," please sign up at the top of this page on the left.

Or to get more information we invite you to call Cyndi at 386-738-1800, Extension 301.