We help successful families and entrepreneurs gain clarity and confidence by providing tailored financial solutions that eliminate complexity to help our clients to meet their goals. Our proprietary Clarity and Confidence for Life process allows our clients the time to focus on what matters most in life by allowing them to worry less about the future and focus more on what brings them the most joy, such as: your family, health, spirituality, career or hobbies.
Our process starts with carefully understanding your family's needs, your dangers, opportunities, key areas of progress, current financial reality and whether your portfolio is properly aligned.Then, we can help you set financial goals and create a strategy to get you there.
Our process starts with carefully understanding your family's needs, your dangers, opportunities, key areas of progress, current financial reality and whether your portfolio is properly aligned.Then, we can help you set financial goals and create a strategy to get you there.
Services
We help successful families and entrepreneurs gain clarity and confidence by providing tailored financial solutions that eliminate complexity to help our clients to meet their goals. We pride ourselves in having team members with a CFP board certification, proprietary planning processes and ongoing persistence to coach our clients in making the smartest financial choices possible.
In our first meeting, we explore your key areas of progress that you'd like to accomplish in the next three years and identify any potential roadblocks that could endanger your progress. We also review your Data Organizer detailing your current financial reality and complete a Risk Profile Questionnaire for your investment portfolio going forward.
At Fleishel Financial, our unique approach, combined with our proprietary financial planning services allows us to create a personalized approach towards helping you reach your goals. Our dedicated wealth management team is focused on addressing your key areas of progress, minimizing dangers that might exist for your children, aging parents and leaving a family legacy.
We can help coordinate the overall family financial strategy with your other professional partners to execute on opportunities to preserve and enhance your wealth. Working with you to clearly define your specific goals for your family's future and well-being. We keep these goals in mind as we walk you through each step in your financial plan to ensure that it is your desires that are the center of attention.
We advise successful executives to help them navigate and understand the myriad of benefit packages available through their company and provide objective guidance on the optimal benefits for your family's situation. Retirement plan contribution election and investment allocation decisions. For most executives their retirement plan is their main source of income during retirement.
Reviews (4)
Carrie Rathel
Jun 29, 2021
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Andria Bohner
Jun 23, 2021
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Jeff Hawkins
Jun 18, 2021
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Positive: Professionalism, Responsiveness
Since day one, Tom and his team have gone above and beyond to ensure our finances are well taken care of. He employs a team of dedicated professionals that are fully committed to ensuring the best possible customer service experience. I have never been happier with my financial Outlook than I am after dealing with Tom and his team.
Since day one, Tom and his team have gone above and beyond to ensure our finances are well taken care of. He employs a team of dedicated professionals that are fully committed to ensuring the best possible customer service experience. I have never been happier with my financial Outlook than I am after dealing with Tom and his team.
Bryan Elliston
May 18, 2021
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