How We Do What We Do

As part of our effort to ensure that we understand our clients’ tailored financial needs and can create their custom How to Retire Blueprint, we follow a disciplined five-step process:


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.

Monitoring and Adjusting

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.

Wealth Management | Planning | Retirement

The Fuchs Financial How to Retire Blueprint results in a retirement plan customized for your needs.


Discover How To Pay The Absolute Minimum In Taxes On Your Retirement Income

Join us for a complimentary informational workshop on how to pay fewer taxes in retirement. Click below to select your date and register to attend!


Ready to talk?

If you think you are ready to discuss your retirement goals and future, please don’t hesitate to call us at (860) 461-1709, Toll Free at (877) 940-1009, or click the button below to request a complimentary, no-obligation consultation. We look forward to hearing from you.

Let’s Talk
Contact Us:

433 South Main Street, Suite 308
West Hartford, CT 06110

134 Main Street Extension, Suite A
Middletown, CT 06457

Phone: (860) 461-1709
Toll Free (877) 940-1009
Fax: (860) 904-6729

M-F: 8:30am-5:00pm
S-S: Closed

If you would like to schedule a no-obligation, complimentary consultation with us, please click the button below. We look forward to speaking with you soon!