Ensure Your Retirement Income Lasts a Lifetime
We make sure your retirement income is secure with a plan designed to last your lifetime.
AS FEATURED IN:
How Our Fiduciaries Can Help
01Retirement Planning
Comprehensive financial strategies to ensure you won’t outlive your savings, tailored to your retirement goals. At Fuchs Financial, we aim to provide lifetime income whilst keeping your principal in tact.
02Investment Management
Our goal is to maximize your portfolio’s growth while managing risk with personalized investment strategies. We aim to fill the 3 buckets of retirement that you need to sustain your money for your lifetime.
03Wealth Management
We take a holistic approach to managing your wealth, preserving your legacy, and optimizing financial growth. With our tailored plan for you centered around your goal.
04Tax Planning
When planning for retirement, we aim to reduce your tax burden and optimize your finances with expert tax planning strategies that plan ahead for the taxes you’ll pay for the rest of your life.
05Estate & Legacy Planning
Preserve your wealth and ensure a smooth transfer to your heirs with careful estate and legacy planning.
06Healthcare Planning
Prepare for healthcare costs in retirement and protect yourself from the financial risks of long-term care.
How it works
Step 1: Get in Contact With Us
Get started by reaching out to us through our website form or by giving us a call. It only takes a few moments!
Step 2: Get Matched With The Right Advisor
We'll gather some basic information to match you with the advisor who best fits your needs and financial goals.
Step 3: Introductory Call or Full Appointment
You'll then be reached out to via email or the phone where you'll have the option for a quick 15-minute phone call consultation or a full appointment (in-office or online) to review your goals, learn about our process, and begin gathering information
Step 4: Receive Your Personalized Retirement Plan
After we've gathered all the details, we'll schedule a follow-up meeting to present your personalized retirement plan and next steps.
Enjoy Retirement with Confidence & Clarity
What You Get When You Work With Us:
Confidence In Your Future
With a clear, straightforward plan, you'll feel empowered to make financial choices that support your goals.
Support Whenever You Need It
Our team is here to answer questions and provide guidance, so you're never alone on your journey.
Convenient Access to Your Plan
Easily review your financial details anytime, anywhere, ensuring you always feeling connected and informed.
Stay Aligned With Your Goals
Regular Semi-Annual Check-ins keep your retirement plan on track, giving you peace of mind every step of the way.
Frequently Asked Questions
01How Does Your Team Make Retirement Planning Simple?
We know that retirement planning can feel complex, so we break down each step and create a clear, actionable plan that’s easy to understand. Our goal is to maintain full transparency whilst helping you feel confident and secure without needing to master financial jargon or strategies.
02What if We're Not Ready Yet?
Starting early, even if it’s just with a conversation, can help you prepare for a secure future. Our initial consultation is pressure-free and designed to give you clarity about where you stand and what options are available when you’re ready to take the next steps.
03What if I Already Have an Advisor?
We respect that many people have an established relationship with an advisor already. However, our team specializes in retirement planning, offering a unique focus and perspective that your current advisor may not have. If you’re looking for a second opinion or want to explore personalized retirement strategies, we’re here to provide insights that complement your goals.
04How Do I Know This is The Right Approach For Me?
we take time to get to know your unique goals and financial situation before crafting a personalized plan. If we feel that we won’t be able to help you, we’ll let you know that our approach may not be for you. Our advisors are fiduciaries, meaning we’re legally obligated to act in your best interest. Regardless, if our approach fits you, we’re here to answer any questions along the way and adjust your plan as life changes, so you can feel confident that it’s right for you.
05What is Included in my Plan?
Our retirement plans are comprehensive and cover essential areas such as income planning, tax strategies, investment management, healthcare planning, and estate considerations. Each element is designed to fit together, giving you a cohesive, clear picture of your retirement.
06What Makes Your Retirement Planning Unique?
We focus exclusively on retirement planning and make it as straightforward as possible. From the first consultation, our team prioritizes clarity, simplicity, and transparency, helping you understand every part of your plan. Our process is designed to reduce stress, so you can enjoy peace of mind throughout your retirement journey.
Offering Appointments In:
Middletown, CT
213 Court Street
Suite 601
Middletown, CT 06457
West Hartford, CT
433 South Main Street
Suite 322
West Hartford, CT 06110
Middlebury, CT
751 Straits Turnpike
Suite 3002
Middlebury, CT 06762
Mystic, CT
47 Water Street
Suite 101
Mystic, CT 06355
Virtual
We offer appointments over the phone and on zoom!
Let's Start Planning
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