Fleishel Financial Associates (FFA) provides financial planning and consulting services tailored to individual client needs. FFA offers advice on investment selection and management. Investment management services are offered through Raymond James Financial Services Advisors (RJFSA). FFA also provides asset allocation advice for 401k plan participants. FFA will conduct a complimentary initial consultation. If the client decides to engage FFA for financial planning services, additional meetings will be conducted during which pertinent information about the client's financial circumstances and objectives is collected. Once such information has been reviewed and analyzed, a written financial plan designed to achieve the client's stated financial goals and objectives will be produced and presented to the client.
Fee Structure
FFA offers a 12-month annual retainer for planning services, with the fee depending on the level of service the client chooses.
FFA offers broad-based financial planning and consulting services for a fixed fee, determined by the scope of work and complexity of the client's situation. A deposit of 50% of the total estimated fee is due in advance, and the remainder is due upon completion of the services. FFA also offers general consulting services at a non-negotiable hourly rate of $300.