Business Details
Your Trusted Partner for Financial Planning Solutions
Fleishel Financial Associates is a dedicated team of financial professionals committed to providing tailored financial solutions for successful families, corporate executives, and business owners. Our proprietary Clarity and Confidence for Life process is designed to eliminate financial complexity by aligning investment strategies with individual goals, values, and life priorities. With a foundation built on in-depth discovery sessions, risk assessment, and personalized planning, we guide clients through every stage of financial decision-making. Our team includes CERTIFIED FINANCIAL PLANNERS and experienced advisors who utilize a trademarked methodology to stress-test financial plans against various market scenarios.We emphasize collaboration with clients' existing legal, tax, and insurance professionals to ensure comprehensive solutions. Headquartered in DeLand, Florida, we serve clients across Central Florida with a focus on long-term financial clarity and confidence. Our approach combines ongoing portfolio reviews, annual progress tracking, and immediate accessibility for urgent financial questions. By prioritizing client-specific needs over generic investment products, we maintain a service model centered on life-by-design outcomes rather than standardized financial templates.
Services
Financial Planning
Investment Advisory
Retirement Planning
Estate Planning
Tax Strategies
Highlights and features
- We offer a proprietary Clarity and Confidence for Life process tailored to your financial goals
- Our team includes CERTIFIED FINANCIAL PLANNERS with specialized expertise in wealth management
- We provide personalized investment strategies aligned with individual life priorities
- We serve specific client segments including business owners and corporate executives
- We offer complimentary 15-minute strategy sessions for prospective clients
Associations and certifications
- Certified Financial Planner Board of Standards
- FINRA
- SIPC
Services
Financial Planning
Our trademarked Clarity and Confidence for Life process creates personalized financial roadmaps aligned with client goals. Through comprehensive discovery sessions, we assess current financial realities, identify potential risks, and develop strategies that integrate with clients' life priorities. This service helps families and business owners make informed decisions about investments, retirement, and estate planning.
Investment Advisory
We develop customized investment strategies based on individual risk profiles and financial objectives. Our approach includes portfolio diversification analysis, market scenario stress-testing, and ongoing performance tracking. Clients receive regular reviews and adjustments to maintain alignment with evolving financial goals while coordinating with their existing professional advisors.
Retirement Planning
Our retirement planning service focuses on creating sustainable income streams and optimizing asset distribution. We analyze current financial positions, project future needs, and develop tax-efficient withdrawal strategies. The process includes Social Security optimization, pension planning, and contingency measures for unexpected expenses during retirement years.
Estate Planning
We help clients preserve wealth across generations through comprehensive estate planning strategies. This includes will and trust creation, beneficiary designation optimization, and tax-efficient transfer mechanisms. Our approach coordinates with legal professionals to ensure proper documentation and execution of estate plans that reflect clients' wishes.
Tax Strategies
Our tax planning service focuses on minimizing tax liabilities through strategic investment positioning and timing of financial transactions. We analyze clients' complete financial pictures to identify tax-efficient investment vehicles, charitable giving opportunities, and business structure optimizations that enhance overall financial outcomes.
People
Thomas B. Fleishel
Founder and President
MBA and CFP professional with expertise in developing the Clarity and Confidence for Life financial planning process. Leads the firm's strategic direction while maintaining active client advisory roles.
Keira Espada
Financial Advisor
Certified financial advisor specializing in creating personalized investment strategies for high-net-worth individuals and business owners across Central Florida.
Ellen Ludewig
Financial Advisor
Experienced advisor focusing on comprehensive financial planning solutions that integrate investment management with long-term wealth preservation strategies.
Dawn Hall
Chief Operations Officer
Branch professional managing firm operations and client service protocols while maintaining compliance with financial industry regulations.
Shizelle Nylander
Marketing Associate
Marketing professional responsible for client communication strategies and educational resource development to support financial planning initiatives.
Questions
What financial planning services do you offer?
We provide comprehensive financial planning including retirement, estate, and tax strategies using our proprietary Clarity and Confidence for Life process.
Are your advisors certified financial planners?
Yes, our team includes CERTIFIED FINANCIAL PLANNERS who follow strict certification standards and ethical guidelines.
How does your investment advisory process work?
We start with a discovery session, then create personalized investment strategies aligned with your goals and risk tolerance through our four-step planning process.
Do you work with business owners specifically?
Yes, we specialize in financial planning for business owners, addressing unique challenges related to business succession and personal wealth management.
How can I schedule a consultation?
You can schedule a complimentary 15-minute strategy session through our website or by contacting our DeLand office directly.
What areas do you serve?
While based in DeLand, Florida, we serve clients throughout Central Florida with personalized financial planning solutions.
Videos
Reviews (4)
Carrie Rathel
Jun 29, 2021
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Positive:Professionalism,Responsiveness
Caring customer service and a fantastic group of people to work with! Reasonable fees, so happy that I went with this financial team!
Caring customer service and a fantastic group of people to work with! Reasonable fees, so happy that I went with this financial team!
Andria Bohner
Jun 23, 2021
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Positive:Professionalism,Responsiveness
Good responsive team always polite courteous and attentive. Willing to explain and elaborate on anything that I might have questions or concerns about.
Good responsive team always polite courteous and attentive. Willing to explain and elaborate on anything that I might have questions or concerns about.
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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Critical:Value
High fees + commissions + planning charges + aggressive my way or the highway investments is a hard thing to sit through. No wonder staff turnover seems high.
High fees + commissions + planning charges + aggressive my way or the highway investments is a hard thing to sit through. No wonder staff turnover seems high.
