Retirement Planning Made Easy
Don’t let the complexities of retirement planning hold you back. We can help simplify the process so you can avoid costly mistakes and feel confident about your financial future.
AS FEATURED IN:
AS FEATURED IN:
Eliminate Retirement Planning Headaches
01Uncertainty on How to Generate a Reliable Paycheck in Retirement
We can help you create lifetime income by taking an approach that creates a steady “retirement paycheck” to support your lifestyle without the stress of running out of funds.
02Navigating Market Volatility in Retirement
We can help you develop an investment strategy focused around stability and growth, so you can feel confident in retirement regardless of market conditions.
03Confusion by Complicated Tax Rules
We simplify tax rules around retirement for you, ensuring you follow tax-efficient practices to maximize retirement income and avoid penalties or costly mistakes.
04Feeling Overwhelmed by Healthcare Options
We have dedicated healthcare benefits analysts who can sit down and ensure that you’re prepared for potential costs on the right plans for you.
05Keeping Your Wealth Safe for the Long Term
We help you build a wealth management plan designed to protect your assets, giving you confidence that your retirement are secure.
06Anxiety About Passing Assets to Loved Ones
We can help guide you on estate strategies, helping you preserve more of your estate for your beneficiaries.
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
Through the form or on the call, 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?
Our team at Fuchs Financial focuses 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
Our Clients Say
