Business Details
Your Trusted Financial Advisers in DeLand, FL
At Fleishel Financial Associates, we specialize in providing tailored financial solutions designed to bring clarity and confidence to successful families, entrepreneurs, and corporate executives. Our proprietary Clarity and Confidence for Life process begins with a comprehensive understanding of your unique financial reality, goals, and challenges, allowing us to create personalized strategies that align with your aspirations. With over 25 years of experience, our team of CERTIFIED FINANCIAL PLANNERS leverages a deep understanding of wealth management, retirement planning, and estate strategies to help clients navigate complex financial landscapes.We prioritize long-term relationships built on trust, transparency, and a commitment to continuous support, ensuring our clients can focus on what matters most while we handle the intricacies of their financial futures. Our approach integrates risk management, tax-efficient planning, and intergenerational wealth transfer, positioning us as a trusted partner for individuals and businesses seeking holistic financial guidance.
Services
Financial Planning
Retirement Planning
Wealth Management
Estate Planning
Business Succession Planning
Tax-Optimized Strategies
Risk Management
College Funding Solutions
Corporate Retirement Plans
Legacy Planning
Highlights and features
- We offer over 25 years of experience in financial planning and wealth management.
- Our team includes CERTIFIED FINANCIAL PLANNER professionals with specialized expertise.
- We utilize a proprietary, client-centric planning process for personalized solutions.
- We serve diverse clients including families, executives, and business owners.
- Our approach integrates comprehensive risk management and tax-efficient strategies.
Associations and certifications
- CERTIFIED FINANCIAL PLANNER Board of Standards
- Independent Registered Investment Advisor
Services
Financial Planning
Our financial planning service creates customized roadmaps to help clients achieve long-term goals through strategic asset allocation and risk management. We analyze current financial situations, identify key objectives, and develop actionable plans that adapt to life changes. With a focus on tax efficiency and wealth preservation, this service ensures clients maintain financial stability while working toward their ideal future.
Retirement Planning
Specialized retirement planning addresses income needs during post-career years through optimized 401(k) management, pension strategies, and diversified investment portfolios. We help clients determine sustainable withdrawal rates while minimizing tax liabilities. Our approach ensures financial security throughout retirement while maintaining flexibility for unexpected circumstances.
Estate Planning
Estate planning services protect assets and facilitate smooth wealth transfer through wills, trusts, and advanced directives. We coordinate with legal professionals to create comprehensive plans that minimize estate taxes while honoring clients' wishes. This service ensures family legacies are preserved according to specific intentions while addressing potential legal complexities.
Business Succession Planning
We develop strategic business succession plans that ensure continuity during ownership transitions. Our approach addresses valuation, tax implications, and buy-sell agreements while protecting both business interests and family wealth. By creating structured exit strategies, we help entrepreneurs maintain company stability during leadership changes.
Wealth Management
Comprehensive wealth management combines investment advisory services with holistic financial strategies to grow and protect client assets. We implement diversified portfolios aligned with risk tolerance and financial goals while continuously monitoring market conditions. This service integrates tax planning, insurance, and cash flow management for optimal wealth preservation.
People
Thomas B. Fleishel
Founder and President
With over 25 years of experience, Thomas B. Fleishel leads Fleishel Financial Associates as a CERTIFIED FINANCIAL PLANNER professional. He specializes in creating customized wealth management strategies for high-net-worth individuals and business owners, focusing on retirement planning and intergenerational wealth transfer.
Keira Espada
Financial Advisor
Keira Espada provides personalized financial guidance to families and professionals, helping them achieve long-term financial security. Her expertise includes retirement planning, tax-efficient investment strategies, and risk management solutions tailored to individual client needs.
Ellen Ludewig
Financial Advisor
Ellen Ludewig specializes in comprehensive financial planning for executives and entrepreneurs. She focuses on optimizing employee benefits, managing concentrated stock positions, and developing tax-efficient retirement strategies that align with clients' personal and professional objectives.
Dawn Hall
Chief Operations Officer
Dawn Hall oversees operational excellence at Fleishel Financial Associates, ensuring seamless service delivery and client satisfaction. With extensive experience in financial services operations, she manages compliance, technology infrastructure, and team coordination to maintain the firm's high service standards.
Shizelle Nylander
Marketing Associate
Shizelle Nylander manages client communications and educational resources at Fleishel Financial Associates. She develops informative content and coordinates outreach initiatives to help clients understand complex financial concepts and stay informed about their investment strategies.
Questions
What financial planning services do you offer?
We provide comprehensive financial planning covering retirement, estate, tax optimization, business succession, and wealth management tailored to families, executives, and business owners.
Are you certified financial planners?
Yes, our team includes CERTIFIED FINANCIAL PLANNER professionals with over 25 years of combined experience in wealth management and personalized financial strategy development.
How do you work with business owners?
We help business owners with cash flow management, retirement plans, tax strategies, risk management, and succession planning to ensure both business and personal financial goals are aligned.
What areas do you serve?
While based in DeLand, Florida, we serve clients throughout Central Florida and work with individuals nationwide through virtual consultations and remote financial planning services.
Can you help with retirement plan contributions?
Yes, we guide corporate executives in optimizing 401(k) contributions, investment allocations, and tax-efficient withdrawal strategies to maximize retirement savings and company benefits.
How do you handle estate planning?
We collaborate with estate attorneys to create customized plans that protect assets, minimize taxes, and ensure wealth transfer according to your specific wishes and family legacy goals.
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