(386) 738-1800

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 Wealth Health Index to have honest discussions about your current overall financial snapshot will help identify key areas that need attention.

Recommendations
Once we’ve determined the appropriate course of action based on your particular needs and desires, we’ll recommend the steps to help you achieve your goals and address the risks you may face. Thomas Fleishel, CFP®, works closely with every client to implement a results-driven approach.

Follow Through

In an industry that is too often focused on making the next sale, there is seldom deliberate follow up to execute recommended strategies. Our distinctive approach includes intentional follow through with proprietary processes for ongoing monitoring to keep you on track with life changes and circumstances. Ultimately the commitment is yours, but we will do all we can to help you achieve the results you’re looking for.

​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.