You’re finally on your own – what do you need to be concerned with? If you’re single it’s pretty simple – you. As you start off on your personal journey your Fischman advisory team will help you make smart financial and investment decisions so you can go forward in life with confidence. When you get married things are different and after you have kids your needs are likely to change even further. We’ll be there to give you advice along the way and help put you and your family finances and investments on a solid foundation.
Living in Retirement
In many ways, retirement is unknown territory. After spending years in the workforce saving for the future, you now need to spend and manage that money. Stepping into this new phase of life sparks change for your finances and lifestyle. Are you prepared? For most individuals, regardless of the time and energy you’ve spent planning for this period, there will still be some surprises once you enter retirement. Our team of experts is available to help you make smart decisions with your money and guide you thru this new phase of life.
Entrepreneurs and Professionals
As an entrepreneur or busy professional your business or practice, large or small, most likely requires an inordinate amount of time and energy. No matter what you do at work and at home you have a lot of responsibilities. Every day, you must balance your obligations with your commitments to family, friends and your personal interests. How do you make it work? Many people struggle with the pressures of running their business or practice while trying to maintain a balance between work and life. Read More…
With our help we allow you to live a less stressful and enjoyable life by leveraging your time and making sure your wealth is aligned with your goals. We are a team of specialists for specialists providing comprehensive advice across multiple disciplines. Our goal is to empower you to use your wealth, time, influence and expertise to live a great and meaningful life.
Public and Private Company Executives
You make sure to take care of your company, but are you confident you’re doing all you can with your executive benefits and personal wealth to be ready for what’s next in life? As an executive, your business is running your company. Our business is helping you manage your financial life. While you focus on your professional and personal responsibilities, we proactively help coordinate your financial decisions so you can live the life you envision.
Our team has listened to the concerns of our female clients and taken what we’ve learned from those conversations to develop a specialized approach that will help you create financial peace of mind. Our ultimate goal is to empower you to use your wealth to live a great life. Our dedicated team members have a passion for helping women and take pride in delivering exceptional advice, planning and service. By listening more and talking less, we help you find your own answers and make financial decisions right for you.
Studies have shown that 70% of family wealth is lost by the end of the second generation and 90% by the end of the third. Don’t let your loved ones become part of these statistics. You need to understand, and work to overcome, the disconnect that occurs between generations regarding the transfer of wealth. At Fischman Insurance Group we’re well versed in the issues of the wealthy. We’ll help you discover your priorities, goals, and objectives and then help you communicate this information to your family members. This, in turn, will prepare them to inherit your wealth instead of being left to figure it out on their own.
We offer institutional investors a unique set of investment solutions focused on traditional and non-traditional approaches. Strategies include equities, fixed income and alternative investments.
Physicians have unique planning needs. With greater levels of student loan debt and the high earning potential, physicians have many opportunities and challenges they face in their financial planning. We have helped many physicians over the years have peace and confidence in their financial future through strategic planning and goal setting.