For Retirement, Income & Taxes
The How to Retire Blueprint aligns your retirement strategy. Think of it as a spring cleaning, out with outdated strategies and in with new ones to organize and support your legal, financial and income planning goals for retirement.
At Fuchs Financial, we believe in finding financial solutions that can drive you towards your goals. The How to Retire Blueprint 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.
At Fuchs Financial, we believe in finding financial solutions that can drive you towards your goals. The How to Retire Blueprint 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.
It is easy to feel overwhelmed as you approach retirement. We will help you understand your current financial situation, minimize risk and establish a strategy based on your financial goals.
Create Consistent
& Predictable Income
Help Decrease Risk
but Participate in Market Gains
Minimize State
& Local Taxes
Ensure Where your Money Goes
When you are No Longer Here
Manage Debt Before
& During Retirement
Ensure Your Plan Evolves
with Your Goals
The sole purpose of our initial meeting is getting to know one another. Only in that way can we focus on your specific needs and what your investment capital can do for you.
Next, we gather and analyze your financial information to start on an effective, long-term investment strategy that is custom tailored to your specific needs.
During the second meeting we will develop a high-level How to Retire Blueprint where we review the components and rationale of your plan.
During this phase we begin implementing your How to Retire Blueprint. We will maintain constant communication to make this process quick and easy for you.
We monitor your accounts on a regular basis so that when necessary we will update an existing strategy or develop a new one to ensure it is still performing in a way that meets your goals. In this way, we can ensure we are always adapting to your needs in an ever-changing world.
Let's Start Planning
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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