About Our Firm

Our Mission

To help families and businesses reduce taxes, leave legacies and achieve success through our products, networks and resources.

Core Values

  • Conduct business with altruism and passion.
  • Always provide value, exceed expectations, and help others achieve success.
  • Be fun, positive, and creative while providing great service.

Ari Fischman, CFP®

Principal & Financial Adviser

Ari Fischman is a financial adviser with Eagle Strategies LLC*, who specializes in holistic and comprehensive wealth management services. He works with clients to identify their goals and help them with portfolio management on a individualized basis. He also works with businesses to develop objective, risk-based financial plans. As an additional service, Ari offers all of his clients access to a web-based personal planning tool called the Wealth Management Solution, that allows for a seamless and sophisticated client experience.

Ari’s career started in 2002 in New York City, with a strong focus on life insurance. He moved to Michigan in 2006 and started his own practice, Simplified Benefits. Ari quickly flourished into an Million Dollar Round Table (MDRT) Top of the Table Producer** (2010, 2011, 2013), and in 2011, his wife, Monica, joined the team to develop the business further using social media and other marketing strategies. The team decided to re-brand themselves as Fischman Insurance Group in 2012, and Ari gained his licenses for property and casualty insurance#. In 2014, Ari earned his Certified Financial Planner (CFP®) designation, one of the top generalist marks financial planners can earn. This high-quality, rigorous program covers a broad base of financial planning subject areas and trains certificants in the discipline of financial planning. He also now works with other agents and firms to offer the most comprehensive services with the best knowledge base to his clients.

*Eagle Strategies, LLC, is a registered investment adviser and an indirect, wholly-owned subsidiary of New York Life Insurance Company.

**The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals,  is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.

# Neither New York Life Insurance Company nor its agents provide property and casualty insurance.