Our clients desire to focus on other areas of their lives with greater confidence and purpose. Through Financial Life Planning™ we support them with independent financial analysis and personal planning for their lives now ans in the future.

A deep, values-based understanding of you and your family is at the heart of Financial Life Planning™.

We are committed to listening to and envisioning your ideal future to develop sound strategies for each of our clients. The process begins with a personal understanding of our client's unique situation, creates a financial plan, selects appropriate investments, and delivers wealth management services designed to be effective for them.

Simply, Financial Life Planning™ creates a step-by-step action plan to organize and simplify our clients' lives.

They are individuals who want to worry less about their financial lives and have the confidence that their investments, retirement, and financial legacy are being managed for them.

They may be successful families or business owners who are serious about making smart choices with their money. In order to deliver the highest personalized service to our clients, Fleishel Financial limits our client roster to individuals, families or business executives with a minimum of $500,000 to invest.

They turn to us for help to preserve their assets and to help grow them for the future. In general, their outlook is conservative with a desire to make their money last, and they are long-term investors.

To get more information on how we help our clients:

• Individuals and families can click here.
  
• Business owners and executives are invited to click here.

*Although we believe in the financial Life Planning process, it doesn't guarantee a profit nor protect against a loss.