Wealth Management ● Planning ● Retirement
Your goals are important and that is where my planning starts. I work with individuals, families, businesses and institutions, delivering services that help you build, preserve and manage your wealth.
As a Fiduciary, I will always look out for your best interests. My most important job is to listen to you so that together we can chart the financial course that is in your best interests.
My years of experience with a wide variety of clients equip me to help you navigate your way to a comfortable retirement. Working together we can maximize your assets and protect the legacy you will leave for your heirs.
My goal is to give you financial confidence. We all have different goals. My only goal is to help you meet yours.
Ben Fuchs, a Certified Financial Planner® (CFP) with more than 15 years of investment experience has created thousands of retirement plans. His focus is on maintaining income in retirement and structuring portfolios to withstand inevitable market crashes. Mr. Fuchs strives to understand each client’s individual retirement goals and creates plans to achieve them. He believes that clients should understand where their retirement income comes from and ensure they have the peace of mind that a tailored financial strategy brings. Fuchs Financial, LLC is focused on providing short and long-term planning services, so that money is one less thing to worry about in retirement.
Ben began working in real estate investments in 2003, was with Sentry Insurance for three years and most recently spent over five years with Johnson Brunetti Retirement & Investment Specialists. He is a graduate of the University of Connecticut with a B.S. in business and technology. Fuchs has his series 6, 63, 65, and 7 licenses, along with property and casualty insurance, life insurance and long term care designations.
Fuchs believes in giving back to the community. He is a regular volunteer for the Connecticut Association of Human Services (CAHS) and participates in a local men’s basketball league. A resident of West Hartford, he is married to Kristin and is the proud father of Flora and Logan.
Meet The Support Team
CFA – Senior Portfolio Manager
Adam has spent his entire career in the financial services industry and currently serves as the Senior Portfolio Manager. He is responsible for designing portfolio solutions for Advisors and their clients, vetting investment strategies for inclusion among other offerings, and managing proprietary investment offerings. The most rewarding part of his job is being able to educate both advisors and their clients in an attempt to remove any concerns they may have about the financial planning process.
Internal Operations and Advisor/Clients Services
Breanne is responsible for the ongoing support for both advisors and their clients. She specializes in various aspects of advisor and client services and provides premium care for our clients and business partners by supporting everyday operations and account maintenance requests. Her goal is to make advisors and their clients lives easier.
Executive Director of Registration & Compliance, and Chief Compliance officer Designee
Jerry is responsible for Investment Advisor Oversight, compliance and safeguarding of Client accounts and privacy, SEC registration and continual regulation monitoring, enforcement of SEC requirements, investment Advisor support for Client activities.
Taxes in Retirement
Join us for a free informational workshop
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- Retirement Planning
- Asset Management
- Insurance Reviews
- Income Strategies
- Life Insurance
- Social Security Optimization
- Tax Planning
- Money Management
- Investment Strategies
- Employee Benefits
- Long Term Care
- Estate Planning
- Financial Education Courses
- Lifestyle Planning
433 South Main Street suite 308 West Hartford, CT 06110
M-F: 8:30am-5pm, S-S: Closed
The content is developed from sources reasonably believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by Fuchs Financial to provide information on a topic that may be of interest. Fuchs Financial is not affiliated with the named representative, or SEC-registered investment advisory firm. The opinions expressed and material provided are for general informational purposes, and should not be considered a solicitation for the purchase or sale of any security nor the rendering of investment advice. Past performance is not an indication of future results and actual results may vary. Investing carries an inherent element of risk, including the risk of losing invested principal.
Copyright 2019 Caitlin John, LLC.