Featured in Patch Online

“Try building a house without a blueprint,” says Ben Fuchs, founder of Fuchs Financial. “The results will be shaky at best, and may collapse altogether. Retirement is where you’ll be living for a long time – that’s particularly true in Connecticut, the state with the nation’s 7th oldest population. That’s why having an effective financial retirement blueprint is so important.”

Fuchs Financial’s proprietary How to Retire Blueprint has been developed specifically to help clients achieve simplicity and security during the second half of their lives. Designed by financial advisors, it is focused on providing superior planning experience in the key areas of an individual’s financial life – customized for the specific needs of each person.

Fuchs Financial, with offices in West Hartford and Middletown, provides wealth management, planning and retirement services that help individuals build, preserve, and manage their wealth. Founded by Ben Fuchs in 2019, the firm is focused on helping retirees and people preparing for retirement to maximize their finances, providing a full range of short and long-term retirement planning services, including income planning, investment planning, tax planning, healthcare planning, and estate and legacy planning.

Ben Fuchs is a Certified Financial Planner® with more than 15 years of investment experience and has created thousands of retirement plans for his clients. His focus is on maintaining income in retirement so clients can maintain their lifestyle in retirement. Personalization and relationships are the cornerstone of the firm’s retirement planning and wealth management services.

The Fuchs Financial How to Retire Blueprint includes the following customized components, developed for each individual:

• Income Plan, to create consistent and predictable income
• Investment Plan, to help decrease risk but participate in market gains
• Tax Plan, to minimize state and local taxes
• Debt Reduction Strategies, to manage debt before and during retirement
• Estate Plan Review, to ensure your money goes where you want it to when you are no longer here

Development of the overall plan includes risk analysis, income analysis, and tax analysis. And after the plan is developed, Fuchs Financial will monitor clients’ accounts and conduct a semi-annual review, to ensure that the plan continues to evolve with individual goals and changing circumstances.

“I believe that retirement should start with a plan, and I strive to first understand each client’s individual retirement goals, and then work with them to create that customized plan,” Fuchs explained. “Understanding where retirement income will come from can offer real peace of mind – and that’s what a tailored financial strategy provides.”

Fuchs Financial is focused on providing short and long-term planning services, and to responding effectively to individual preferences and priorities for retirement years.

“The process of developing the blueprint is enhanced by our being fiduciaries – which means we act in our client’s best interest at all times, in all situations, no matter what,” Fuchs added. “And we believe the more people know and understand, the more effective their plan can be.”

Towards that end, the Fuchs Financial Virtual Learning Center offers free educational videos, designed by the firm’s financial advisors, and are available to anyone who wants to learn more about investing, taxes, retirement and, ultimately, their legacy.

In working with clients through the How to Retire Blueprint, Fuchs Financial will address a variety of areas such as tax strategies, money management, asset protection, insurance planning and/or legal documentation. Through these strategies, “we work with you to establish a timeline and set clearly defined, measurable goals.”

Ben Fuchs has been featured on national television networks, including CBS, ABC and FOX, and in numerous financial industry publications, and is currently featured weekly on NBC Connecticut, providing insights to viewers on retirement planning issues, Saturday evenings at 7:00 pm on “How to Retire with Fuchs Financial.”

A year ago, he was one of 11 financial advisors from around the nation, described as “thought leaders” in the industry, who contributed a chapter to the Amazon best-selling book Modern Retirement Strategies: A Definitive Guide for Retiring Well. Fuch’s chapter, entitled “It’s Your Life and Your Money: Plan Ahead for Your Retirement,” amplified his commitment to assisting clients in developing a customized and comprehensive financial plan for their retirement.

With offices located at 433 South Main Street, Suite 322, West Hartford, and 134 Main Street Extension, Suite A, Middletown, Fuchs Financial is easy to reach. Financial advisors can also be contacted directly at (860) 461-1709, or Toll Free at (877) 940-1009. Learn more about Fuchs Financial’s How to Retire Blueprint here. Fuchs Financial offers a complimentary, no-obligation initial consultation, in-person or virtual; to learn more or to schedule an appointment, visit www.fuchsfinancial.com.

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Investment Advisory Services offered through Alphastar Capital Management, LLC, an SEC registered Investment Adviser. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability.