• About
    • Our Founder
    • Mission and Core Values
    • Community & Industry Involvement
    • Client Communities
  • Expertise
    • Wealth Advisory
    • Services Overview
    • Current Planning Considerations
  • Industry Commentary & News
  • Connect
  • Client Forms
    • Checklist
    • Tax Efficiency Check Up
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Fischman Insurance Group

Fischman Insurance Group

Ari Fischman in Southfield, MI

Financial Projection Quiz

  • About
    • Our Founder
    • Mission and Core Values
    • Community & Industry Involvement
    • Client Communities
  • Expertise
    • Wealth Advisory
    • Services Overview
    • Current Planning Considerations
  • Industry Commentary & News
  • Connect
  • Client Forms
    • Checklist
    • Tax Efficiency Check Up

Wealth Advisory

  • Wealth Advisory
  • Services Overview
  • Current Planning Considerations

Our Philosophy

“If you don’t know where you are going, you are certain to end up somewhere else.”

Yogi Berra

Our experience has taught us that a well defined strategy, when followed by a well executed implementation plan, is a critical determinate for success in your financial life. Together, we will formulate a Financial Life Plan that will help to protect and support solutions to ensure that there are sufficient resources to meet your life goals. As we take this journey together, we will update and adjust your Financial Life Plan as needed based upon the ever changing resources and life events that will inevitably shape your future.

Our Strategic Approach

We start by getting to know you: who you are and what you value. Next, we help clarify and map your current financial situation, including any assets and liabilities that make up your personal balance sheet. The final step is to understand your life goals, challenges, and financial priorities.

With all of this baseline information in hand, we build a custom Financial Life Plan that defines the strategic steps needed to connect where you are today and your long-term objectives. A process that is never finished, we continuously monitor and track your process and adjust our recommendation based changes within your life and investment markets.

Our mission in all of this is to provide truly comprehensive care for your wealth. This means that if you require services that go beyond wealth management – like private banking or lending – we will find the right solution for you within our network of trusted partners.

Financial Life Planning

We go beyond asset management and portfolio strategy to provide sound, fiduciary guidance covering the critical pieces of your financial life.

  • Goal Planning

  • Cash Flow Planning

  • Net Worth Statement

  • Retirement Planning

  • Education Funding Analysis

  • Eldercare Planning

  • Marriage Planning

  • Social Security Maximization

Estate & Tax Planning

Within your Financial Life Plan, we address key estate and tax planning needs that other advisory services may leave out.

  • Estate Planning Document Review

  • Wealth Transfer Planning

  • Charitable Gift Planning

  • Tax Minimization Strategies

  • IRA and/or Retirement Plan Distribution Analysis

  • Employee Benefit Analysis

  • 83(B) Restricted Stock Election Analysis

Risk Management

At each step of the process, we use sound risk management principles to help reduce volatility.

  • Liability Management

  • Concentrated Low Basis Asset Planning

  • Restricted Stock Plan Analysis

  • Employee Stock Option Analysis

  • Asset Protection Strategies

  • Rule 10b5-1 Plan Services

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*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.

Current Planning Considerations

The world as we know it has changed dramatically in the last year, which means there are plenty of new considerations that need to be taken into account to ensure your financial plan stays on the right track. Fill out the form below to receive your free resources.

Get in Touch

Let's Talk

Cell: 347-683-6598
Office: 248-827-0518
Email: Email Ari

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© 2023 Fischman Insurance Group

Let's Talk

Cell: 347-683-6598
Office: 248-827-0518
Email: ari@fischmaninsurancegroup.com

Ari Fischman is an employee of, and an investment adviser representative registered through, Telemus Capital, LLC (“Telemus”). There is no affiliation between Telemus and Fischman Insurance Group. Telemus’ subsidiary, Telemus Insurance Services, LLC, has a referral arrangement in place with Fischman Insurance Group. See www.Telemus.com for more information.

*In addition to insurance, Fischman Insurance Group’s principal, Ari Fischman, is also affiliated with Telemus Capital, LLC. In that capacity, Ari has access to the investment management and wealth advisory services offered by Telemus.