What Makes Us Different?

At Fuchs Financial, we have a proprietary process called the How to Retire Blueprint. We designed this process to help our clients enjoy their retirement years with confidence.

Many factors go into the How to Retire Blueprint. We start with a review of your current taxes, retirement income, estate planning and investments. We then analyze the present risk of your portfolio, the impact of the investments on your taxes and inheritance, and how we can look to minimize taxes going forward. Our goal is to help you achieve all your long-term retirement dreams, while always acting in your best interests.

We look forward to serving you and providing you with a worry-free retirement while addressing the following key areas:

As you approach retirement, your goals change from trying to double your nest egg, to working to preserve it. At the same time, we want to live comfortably off the income it provides without reducing your principal. To help you achieve those goals, we work with you every step of the way to deliver personalized strategies with reliability and predictability for the rest of your life.

• Social Security Maximization
• Income & Expense Analysis
• Tax Plan
• Spousal Plan
• Longevity Protection

Once your income plan is established, we will create an investment plan for the remaining assets that you do not need to draw from month to month.

• Accessing your Risk Tolerance
• Adjusting your Portfolio to Reduce Fees
• Volatility Control
• Evaluate Ways to Reduce Risk While Still Accomplishing your Goals
• Comprehensive Institutional Money Management

Tax planning is an important part of the retirement planning process. When you retire, some income (such as Social Security benefits and required minimum distributions) are added to your yearly taxable income. We understand you worked hard for your money and want to help you keep as much of it as possible. That’s why we focus on structuring your assets to minimize future tax implications.

• Assessing the Taxable Nature of your Current Holdings
• Strategizing Ways to Include Tax-Deferred or Tax-Free Money in your Plan
• Strategize Which Tax Category to Draw Income from First to Reduce Tax Burden
• Leverage your Qualified Money to Potentially Leave Tax-Free Dollars to your Beneficiaries

Who will take care of you if you are unable to care for yourself? One of the biggest concerns may not be outliving income but outliving good health.

• Create a Plan to Help Protect you Against Rising Healthcare Costs
• Review of Medicare – Parts A, B and D Options
• Analyzing Options for a Long-Term Care Plan

When major life events happen, such as birth, death, marriage, or divorce, it is crucial that you have a relevant and updated estate plan that preserves your legacy. This type of planning includes the distribution of your assets, both during your life and upon your death. By working collaboratively with a qualified Estate Planning Attorney, our goal is to help you:

• Maximize your Estate and Income Tax Planning Opportunities
• Protect any Assets in Trust and Ensure they are Distributed to your Beneficiary’s Probate Free
• Protect your IRA and Qualified Accounts from Becoming Fully Taxable to your Beneficiaries Upon your Death

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

Email: info@ffncl.com
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!