When it’s your money, you should call the shots. You’ve worked hard to get where you are, and you want to ensure that you’re set up for success both now and in the future. To do that, you need someone who can help you protect your wealth and make the most of your opportunities—without unnecessary upselling or self-serving advice. You need the expertise of a national financial firm coupled with the integrity of an independent advisor. And when you work with Fischman Insurance Group, you get just that.
Our mission is to deliver superior financial solutions with transparency you can trust. We’re passionate about helping successful people plan for the future so you can enjoy your life and leave a legacy you’re proud of. Our firm has partnered with two of the nation’s top advisory and wealth management firms in order to bring you the most comprehensive solutions with the personalized service of an independent firm. We specialize in working with successful business owners and high net worth individuals to develop seamless solutions for even your most complex financial needs. By leveraging innovative technology and extensive intellectual capital, we’ll help you develop a customized plan to refine your tax strategy, identify creative solutions to protect your wealth, and ensure you’re on a track for growth that aligns with your overall goals.
This is your life, after all, and you deserve the best solutions to help you make the most of all you have. We operate on a client-first mindset, which means we’ll do what’s best for you, no exceptions. So schedule a consultation and have a chat with us—it’s time to stop wasting time and redefine wealth management, on your terms.
Our role as a Lion Street firm allows us to offer our clients national resources with the fierce independence of an unbrokered firm. As part owner with Lion Street, we lend our intellectual capital to other successful leaders and advisors around the country; consequently, we in turn have access to top planning ideas for wealth management and financial planning. Lion firms are committed to sharing powerful expertise with integrity so we each have the ability to offer our clients enhanced resources with unbiased advice. Through this partnership, you’ll have access to cutting-edge technology and exceptional resources, not to mention the personalized service of Fischman Insurance Group—it truly is the best of both worlds.
To best serve our clients’ insurance and investment needs, Fischman Insurance Group partners with Telemus, an independent wealth advisory firm*. Through this relationship, Fischman Insurance Group is able to offer superior protection solutions for our mutual clients. We also have access to the considerable resources of a top-rated investment advisory firm, so you have every opportunity to maximize your wealth according to your goals. Most importantly, we still offer the same level of service as a small independent agency-but with the resources and support of a nationally renowned firm. We’re here to do what’s best for you, whatever it takes.
*Awards and recognitions by unaffiliated publications should not be construed by a client or prospective client as a guarantee that the client will experience a certain level of results if Telemus Capital, LLC (“Telemus”) is engaged, or continues to be engaged, to provide investment advisory services, nor should they be construed as a current or past endorsement of Telemus or its representatives by any of its clients. Rankings published by magazines and others are generally based on information prepared and/or submitted by the recognized adviser. Barron’s ranking reflects the volume of assets overseen by the advisors and their teams, revenues generated for the firms, and the quality of the advisors’ practices. Investment returns are not a component of the rankings. Telemus did not pay a fee for inclusion on this list.
The information provided in this presentation is general and educational in nature and should not be construed as investment or tax advice. You should consult with your own tax advisor regarding your personal tax situation. The statements contained herein are based solely upon the opinions of Telemus Capital, LLC. All opinions and views constitute our judgments as of the date of writing and are subject to change at any time without notice. Information was obtained from third party sources, which we believe to be reliable, but not guaranteed. PAST PERFORMANCE IS NOT A GUARANTEE OF FUTURE RESULTS. Investment decisions should always be made based on the client’s specific financial needs, goals and objectives, time horizon and risk tolerance. Current and future portfolio holdings are subject to risk. Risks may include interest-rate risk, market risk, inflation risk, deflation risk, currency risk, reinvestment risk, business risk, liquidity risk, financial risk and cybersecurity risk. These risks are more fully described in Telemus Capital’s Firm Brochure (Part 2A of Form ADV), which is available upon request. Telemus Capital does not guarantee the results of any investments. Investment, insurance and annuity products are not FDIC insured, are not bank guaranteed, and may lose value.