At Fuchs Financial, we design investment plans tailored for those approaching retirement. Our primary goal is to generate income while preserving your principal. Our dedicated fiduciary advisors in Connecticut are committed to crafting personalized plans for every individual who visits our offices.
Schedule a free consultation at one of our three offices in Middletown, Middlebury, or West Hartford, Connecticut, or connect with us via Zoom or phone! Click here to schedule now.
Investment planning services are an integral part of any high-level financial plan. Today, you can enjoy access to our tools, expertise and resources we provide as industry experts in Connecticut, and achieve your financial goals with relative ease. By the time we get to discussing investment planning with our clients, we should already be aware of their overall financial strategy. The investment planning stage involves several steps and how we approach them depends on the goals we’ve set previously.
Put simply: plans are worthless, but planning is everything. Don’t believe us? How many times has it happened that a perfectly devised plan falls through? Too many to count, right? How many times have you wished you had a plan B to fall back to? Finally, can you really plan ahead without knowledge of the industry and markets? Yes, but it takes a lot of time and effort! We’re here to make sure you quickly get complete and up-to-date information that you can rely on when building your investment portfolio. Don’t just rely on what you read online, verify any claims or rumors you might have heard about what a good investment is with us.
A good investment plan will provide you with stable growth, options and backups, security, without compromising your lifestyle and spending habits. That’s what investment planning is all about.
You may plan out your life, but life doesn’t really follow our dreams, it flows independently of what we imagine it’s going to look like. Today, there’s so much misinformation, as well – so get yourself an advisor who can vouch for the information and analyses you’re provided with. At Fuchs Financial we are proving ourselves time and again, which our customers reflect with their own testimonials.
A bonus tip: the rules of the game change from state to state. Our offices are in West Hartford, CT and Middletown, CT and we serve clients all over the country. They are always baffled to hear about the drastic differences between taxes in different parts of the country! It doesn’t matter if you are considering investing for growth or retirement, your approach can not be generalized. Don’t rely on what you read in various places online unless you know the authors’ backgrounds and are aware of the financial climate of the state they are operating in. At Fuchs Financial, we make the investment planning process simple and straightforward so you can make your most important life decisions as fast as possible, and most importantly – get a huge weight off of your shoulders. We believe that no hard working person should have to worry or stress over their financial future, especially in the 21st century.
We will help you make the key steps in deciding what a good mix of investments would be for your portfolio. Each option has its own benefits and drawbacks:
stocks allow you to participate in building economic stability for the whole country, are easy to buy and sell, and do great when inflation hits. The downside is that the stock market can be manipulated by big funds, and you have to be able to afford to lose your initial investment. They also take some time to pay off, which may actually be a good thing, but many consider it a drawback.
much less extreme fluctuations than stocks, and some can even provide liquidity. However, bonds suffer from not only being a longer-term investment, but compared to stocks they provide lower returns, on average.
this is where it gets interesting. For a small fee you can have a professional manage your mutual fund investment. Some of these are excellent and just charge extremely high fees. Also, be aware that it can cause taxes to be a bit high.
After devising a personalized approach to building an investment portfolio for our clients in Connecticut and beyond, we offer long-term monitoring and support to make sure everything goes smoothly. We are interested in your bottom line, so visit us in one of our West Hartford or Middletown offices or through the Zoom app, and prepare to let go of your financial worries!
Investment planning services are an integral part of any high-level financial plan. Today, you can enjoy access to our tools, expertise and resources we provide as industry experts in Connecticut, and achieve your financial goals with relative ease. By the time we get to discussing investment planning with our clients, we should already be aware of their overall financial strategy. The investment planning stage involves several steps and how we approach them depends on the goals we’ve set previously.
Put simply: plans are worthless, but planning is everything. Don’t believe us? How many times has it happened that a perfectly devised plan falls through? Too many to count, right? How many times have you wished you had a plan B to fall back to? Finally, can you really plan ahead without knowledge of the industry and markets? Yes, but it takes a lot of time and effort! We’re here to make sure you quickly get complete and up-to-date information that you can rely on when building your investment portfolio. Don’t just rely on what you read online, verify any claims or rumors you might have heard about what a good investment is with us.
A good investment plan will provide you with stable growth, options and backups, security, without compromising your lifestyle and spending habits. That’s what investment planning is all about.
You may plan out your life, but life doesn’t really follow our dreams, it flows independently of what we imagine it’s going to look like. Today, there’s so much misinformation, as well – so get yourself an advisor who can vouch for the information and analyses you’re provided with. At Fuchs Financial we are proving ourselves time and again, which our customers reflect with their own testimonials.
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Our Clients Say
Disclosures:
Investment advisory services offered through Foundations Investment Advisors, LLC (“Foundations”), an SEC registered investment adviser. The commentary on this website reflects the personal opinions, viewpoints and analyses of the authors, Ben Fuchs and Fuchs Financial, providing such comments, and should not be a description of advisory services provided by Foundations or performance returns of any Foundations client. The views reflected in this commentary are subject to change at any time without notice. Nothing on this website constitutes investment, legal, or tax advice, performance data, or any recommendation that any particular security, portfolio of securities, transaction, or investment strategy is suitable for any specific person. Personal investment advice can only be rendered after the engagement of Foundations for services, execution of required documentation, including the receipt of required disclosures. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. Foundations manage its clients’ accounts using a variety of investment techniques and strategies, which are not necessarily discussed in the commentary. Any statistical data or information obtained from or prepared by third party sources that Foundations deems reliable but in no way does Foundations guarantee the accuracy or completeness. Investments in securities involve the risk of loss. Any past performance is no guarantee of future results. Advisory services are only offered to clients or prospective clients where Foundations and its advisors are properly licensed or exempted. For more information, please go to https://adviserinfo.sec.gov and search by our firm name or by our CRD #175083.
Fuchs Financial is not connected with or endorsed by the U.S. government or associated with any federal Medicare program. We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact Medicare.Gov or 1-800-MEDICARE to get information on all of your options.
Fuchs Financial is not endorsed or affiliated with the Social Security Administration or an U.S. government agency.
All testimonials on this page are unpaid and unsolicited client testimonials. All clients have had a financial relationship with Ben Fuchs and Fuchs Financial for over 6 months and are providing their personal opinion. This may present a conflict of interest as each particular client’s testimonial may or may not be the same as another client’s experience. This conflict is mitigated by our financial advisor’s fiduciary duty to tailor each client’s investment objectives to each individual client’s own financial situation. There was no compensation paid to the client for this testimonial. A client testimonial does not guarantee future investment success and should not be indicative that any client or prospective client will experience the same or a higher level of investment performance. Foundations Investment Advisors, LLC is an SEC registered investment adviser. Past performance is not indicative of future results.
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