Author: Tom Fleishel

Schedule your consultation with a CERTIFIED FINANCIAL PLANNER™
Have You Thought Out All The Details For Your Retirement?

Have You Thought Out All The Details For Your Retirement?

The reality of planning for retirement is that, one size doesn’t fit all. Having the right plan for your individual needs and wishes is a must in paving the way to a comfortable and confident retirement.​Let’s face it, the picture of retirement our parents may have...

Should Couples Keep Their Finances Separate

Should Couples Keep Their Finances Separate

Money has been blamed time and again in studies and by experts as a big source of marital conflict and divorce—even in households where there's abundance.Part of the problem is that many people have deep convictions about the purpose of money and how it should be...

Are You Imparting Financial Wisdom to Your next Generations

Are You Imparting Financial Wisdom to Your next Generations

It's hard to believe there are still not any significant primary education curriculum on financial management for kids and young adults to learn how to manage their money.  Helping your kids or grand kids grow to make wise choices with money has its challenges but a...

Ways To Contact Us

Schedule your consultation with a CERTIFIED FINANCIAL PLANNER™

SCHEDULE A COMPLIMENTARY
​15-MINUTE STRATEGY SESSION TODAY