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Financial Life Management requires a disciplined approach that integrates a broad array of solutions.

Our solutions are designed to enable our members the opportunity to preserve and build their wealth while enjoying its benefits.

WEALTH ADVISORY

GOAL PLANNING
BALANCE SHEET/CASH FLOW PLANNING
TAX PLANNING CHARITABLE GIVING
ESTATE PLANNING

INVESTMENT MANAGEMENT

401K MANAGEMENT
529 PLANS
ALTERNATIVE INVESTMENTS
PROPRIETY MODELS

INTEGRATED INSURANCE
SOLUTIONS

These services are offered by Fischman Insurance Group, LLC pursuant to a Referral and Operating Agreement with Telemus Insurance Services, LLC dated as of October 1, 2014 as amended.

PROPERTY & CASUALTY INSURANCE
HEALTH INSURANCE
LIFE INSURANCE

BUSINESS & PERSONAL
MANAGEMENT

401K MANAGEMENT
529 PLANS
ALTERNATIVE INVESTMENTS
PROPRIETARY MODELS