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Discover and Analysis

We start by helping you prioritize key areas of progress on your Personalized Financial Life Planner and identifying risks that need to be addressed. Next, using our Data Organizer to have honest discussions about your current overall financial snapshot will help identify key areas that need attention.

Plan
We believe by listing and prioritizing your specific financial goals and developing an action plan to achieve them, you’re much more likely to get the results you’re looking for. Our professionals work closely with every client to implement a results-driven approach.

Coordinate

Our distinctive approach includes helping coordinate the efforts of your other professionals, like your Attorney, Accountant and Insurance Agent. Also, you’ll be able to have the convenience of simplified reporting on your portfolio when your accounts are consolidated into a well-diversified mix that matches your goals and risk tolerance.
Check the background of this firm on FINRA's BrokerCheck.

​Fleishel Financial Associates is an Independent Registered Investment Advisor.
Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. and Fleishel Financial Associates, Inc. Fleishel Financial Associates, Inc. is not a registered broker/dealer and is independent of Raymond James Financial Services. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® and CFP®  in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.