Craft Your Dream Retirement

Step beyond traditional advice with strategies that cater specifically to your needs. Plan your financial journey with us at Fuchs Financial!

Income Planning in Retirement

Avoid Retirement
savings erosion

Minimizing Taxes in Retirement

Estate planning
for future generations

Debt Reduction Strategies

Investment Planning in Retirement

FAQ

Fuchs Financial specializes in creating tailored retirement plans including income planning, investment planning, tax planning, estate planning, Social Security planning, healthcare planning (including Medicare), and more!

Absolutely, retirement planning is our specialty. Reach out to us so we can start planning for your dream retirement.

Starting is easy- just schedule an appointment with us. We’re here to guide you every step of the way!

Yes, all our advisors are certified. All of our advisors are also fiduciaries which means they act in our clients best interests at all times. You can view all of our advisors certifications here.

We like to meet with our clients twice a year to ensure that their plans are still aligned with their goals.

Specific deductions and credits can lower tax burdens for those in retirement. A tailored discussion can uncover eligible benefits.

Ellipse 4
I have been working with Ben for several years now and was very impressed with how my investments were handled during the pandemic. Ben always takes plenty of time explaining everything and answering questions. Highly recommend Ben and his team.
Harriet Tolly
a year ago
Ellipse 4 (1)
Ben Fuchs and his staff are the best!. Although I think I know everything, Ben has continued to give me advise that I was not aware of and very helpful. Disappointment is not in his vocabulary, and that has flowed down to me as his client. The whole team is knowledgeable and caring, very friendly and I Highly recommend!
John Proctor
a year ago
Ellipse 4 (3)
We have been working with Ben Fuchs for about 5 years now and we are very happy with the results. Ben’s knowledge and experience has improved our investments immensely. Ben knows the tax laws and invests to optimize our retirement funds. Working the Fuchs Financial team has been a pleasure. We have and continue to highly recommend the Fuchs Financial team to family and friends.
Nancy Ouellette
a year ago

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