Two Financial Advisors Join Team; "How to Retire" Radio Program Launches on WTIC-AM; Retirement Workshops and Webinars Upcoming
Express Strategies, Community Contributor
Fuchs Financial, a financial services firm with expertise in wealth management, planning and retirement, is in the midst of a milestone month, with the addition of a third Connecticut office, two financial planning professionals, the launch of a weekly radio program on WTIC Newstalk 1080, a series of workshops in Greater Hartford, and a continuing series of webinars highlighting various aspects of retirement planning.
Led by Certi?ed Financial Planner® and Certified Private Wealth Advisor® professional Ben Fuchs, with 20 years of investment experience creating thousands of retirement plans for his clients, Fuchs Financial is focused on helping retirees and people preparing for retirement to maximize their finances, providing a full range of short and long-term retirement planning services, including income planning, investment planning, tax planning, healthcare planning, and estate and legacy planning.
A new office is now open in Middlebury, convenient to clients in the Greater Waterbury area, Litchfield County and upper Fairfield County. The office is located at 751 Straits Tpke., Suite 3002.
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Cal knows retirement is more than just numbers and pie charts; It’s how you’re going to spend the rest of your life doing what is most important to you. Alex’s primary focus when implementing retirement plans is not only to know what moves we’re going to make but also why we’re making them. He believes this helps lead to better financial decisions and a better retirement for you. Alex Cal is a graduate of Central Connecticut State University with a B.S. in Accounting and Finance.
Eddy Agyeman is an Associate Advisor with experience in retirement planning, general investing, and goal planning. Agyeman, in the field for the past year, previously was an advisor at Merrill Lynch, and Financial Coach with Open Doors. He has passed his Series 7 and 66 licensing exams, and earned his bachelor’s degree from Quinnipiac University
Agyeman understands planning for the future can be a daunting task with so many variables, and numbers that may be unknown. That is why with every plan he works on; he will make sure to gather as much detail as he can to mitigate as much risk as possible. With his prior experience and seeing various scenarios, he makes sure to show multiple paths for client success. His goal is for clients to understand their financial plan and be comfortable in executing it. His aim is to help people reach their financial goals through short, mid, and long-term planning.
Workshops at Local Libraries, Online Webinars Upcoming
Fuchs Financial’s upcoming workshops will be in Glastonbury, Berlin and Bristol during the next few weeks, including:
In addition, Fuchs Financial will be offering two webinars, free to tune in, on a number of timely retirement planning topics, including Social Security and minimizing taxes. The webinars will be:
People who register will be sent a replay to watch later at their convenience. To sign up for an online webinar, go to www.fuchsfinancial.com.
Weekly Radio Program on WTIC NewsTalk 1080
How to Retire with Fuchs Financial can now be heard weekly, on Sunday mornings at 8:00 AM, on WTIC NewsTalk 1080, an Audacy radio station. The weekly program delves into an array of retirement planning issues, as Ben Fuchs discusses ways retirees and people preparing for retirement can take steps aimed at maximizing their finances, providing a full range of short and long-term retirement planning services, including income planning, investment planning, tax planning, healthcare planning, and estate and legacy planning.
Eddy Agyeman and Alex Cal join Ben Fuchs and Gina Mazzadra RICP®, ARPS, in leading the Fuchs Financial team in West Hartford, Middletown and Middlebury.
Mazzadra, who joined Fuchs Financial in June 2021, has over 10 years of experience in the financial industry, focusing primarily on client needs. She has passed her Series 6, 66, 7, licensing exams, Life and Health Insurance designation and is an Accredited Retirement Plan Specialist (ARPS). Additionally, in 2022 Gina passed her Retirement Income Certified Professional® licensing exam. Prior to working at Fuchs Financial she was a Client Service Associate at Morgan Stanley and a 401(k) Plan Manager with Voya Financial.
Fuchs Financial has also recently added Brandon Holland as a Marketing Associate. Holland is a Central Connecticut State University graduate with a major in Communication & Media Studies with a minor in Economics. Zach Yost has assumed new responsibilities at Fuchs Financial as a Retirement Healthcare Benefits Analyst, sharing his expertise to assist clients in navigating the healthcare landscape as part of retirement planning. He previously spent many years in the mortgage industry as a loan processor, developing skills in making complex – and at times confusing - data more readily understandable.
Ben Fuchs can be seen regularly in local media, including WTNH Channel 8, where his Financial Tips segments are featured along with appearances on Connecticut’s Morning Buzz, on WFSB Channel 3’s Great Day, and on NBC Connecticut, providing insights to viewers on retirement planning issues on CT LIVE and on Saturday evenings at 7:00 pm with How to Retire with Fuchs Financial. He will also be featured on the Dennis House podcast, “Conversations with…”, produced by Seasons Media.
Fuchs Financial’s proprietary How to Retire Blueprint has been developed and updated specifically to help clients achieve simplicity and security in retirement – and to plan for a “retirement paycheck” that will help to achieve individual financial goals in retirement. Designed by financial advisors, it is focused on providing superior planning experience in the key areas of an individual’s financial life - customized for the specific needs of each person.
“I believe that retirement should start with a plan, and we strive to first understand each client’s individual retirement goals, and then work with them to create that customized plan,” Fuchs explained. “We work with clients to minimize their taxes and maximize their retirement. Understanding where retirement income will come from can offer real peace of mind – and that’s what a tailored financial strategy provides.”