Earn Passive Income & Diversify Your Portfolio Through Institutional Quality Alternative Investment Funds With a PROVEN Track Record!
The Fidelis Financial Planning Fund is managed by Michael C. Furman, CTEP, MFP of The United Fidelis Group. Michael has over 16 years of experience in the investment & financial planning sectors. He is both President & Founder of The United Fidelis Group which is a full service estate & financial planning firm that manages a variety of private equity & alternative investment funds. Michael has held numerous investment & insurance licenses & holds both the Chartered Trust & Estate Planner® and the Master Financial Planner® designations from the Global Academy of Finance & Management. The United Fidelis Group was just voted by the people into the Top 3 Best of 2020 in both “Top Investment Firm” & “Top Insurance Firm” for Palm Beach County.
The nationally award winning team at The United Fidelis Group are ready to help educate you on how adding private equity to your portfolio & financial plan can greatly reduce your fees, risks, & dependence on the stock market while increasing your overall rate of return. Through our family atmosphere we promise 100% transparency & ZERO pressure to better help serve your financial needs!
Private Equity Funds / Alternative Investments
Life & Disability Insurance
Long Term Care Planning
Financial Planning / Income & Retirement Plans
Proactive Tax Planning
Estate & Business Planning
Annuities / Pensions
Investment Advisory Services / Portfolio Management
Your Financial Future is Worth the Time to Educate Yourself Today with The United Fidelis Group.
Our Fidelis CRE Fund invests with a focus on commercial properties in major metropolitan regions along the eastern United States. These regions provide immediate, attractive, and sustainable investment opportunities providing both regular quarterly income and long-term capital appreciation. The Fidelis CRE Fund differs from traditional private equity funds in that investors have discretion over individual assets, allowing better diversification and leverage control while enhancing their returns & security through direct ownership of the LLC.
We seek to optimize overall investment performance through acquisitions with diversified class options, capital improvement opportunities, and by implementing disciplined operational procedures. For each investment, we apply a comprehensive approach that includes market evaluation and financial analytics to ensure strong secured returns while mitigating risk. Ask us today for our track record and how we are able to provide you with a healthy return while keeping your funds secure from the traditional stock markets.
When researching investment opportunities, it is imperative to understand the market which you invest and the underlying trends in that industry. Ideally an investor wants to secure their money in a safe and profitable asset, while their dollars are working for a good cause.
As for the senior living industry, there is an unprecedented demand for senior living and facilities for the #1 growing population in the United States — our Baby Boomers. The silver tsunami is literally at our doorstep.
We met with 8 different "advisors" before i retired and after our meeting with Michael we knew immediately we didn't have to see another one! He was very knowledgeable and answered every question we had, and NOONE took the amount of time he did for us... I almost felt bad but it was the biggest decision of our life and we certainly made the right one as years later we don't have to worry about losing and have had the highest growth we've ever had! I highly recommend sitting down or calling in to speak with Michael for a second opinion and learn more about his funds and how he plans!
I've had a close family friend as my broker for 20 years but after meeting Michael & his team at an event I saw what returns he was giving his clients, his history, and the family atmosphere was really a nice change! We get the personal attention but have access to investments we normally would never have been able to find, and couldn't be happier with the income we received each month like clockwork! I have some jealous friends who i referred over finally after they got tired of worrying about their accounts losing money and saw me just enjoying my retirement!
I wasn't even looking to make any moves but was curious about the great rates I saw so we had a consultation. I will tell you that we learned more in those 2-3 hours than we had from any other adviser before that! We started slowly and once we learned how we could earn a higher income with lower risk, AND get to leave what we wanted to our kids I couldn't be happier!!! Michael has an amazing team from the attorney's we used, to his tax partner it has brought a real sense of stability and stress free living to us that we never had before! HIGHLY recommend!
I have had an absolutely amazing experience since we have switched our assets over to Michael. His attention to detail and tremendous knowledge has been priceless!! We never even thought of many of the areas we are now covered, as well as never realizing the risks we were taking and how little we know about what other investments were out there. We LOVE getting our monthly payments and with these rates it has been great! I highly recommend sitting down for a conversation i know anyone will learn something and probably become a client!