Fuchs Financial to Offer Free Seminars at Farmington Public Library

Josh Kerchis has joined Fuchs Financial as Retirement Healthcare Benefits Analyst. The role that he occupies with Fuchs Financial is specifically crafted to help analyze individual client healthcare options. As people move closer to retirement, in addition to their finances and investments, it is essential to take a look at all of the options available to them for healthcare to determine which would be the best fit.

Additionally, for those who already have a healthcare plan, it is important to make sure the plan in place is appropriate for their individual circumstances. Each individual has unique needs, and Kerchis has the expertise to help people sift through the many options available. He provides clients with an important service as they prepare for retirement.

Josh Kerchis graduated in 2023 from Central Connecticut State University with a Bachelor of Science in Finance. Throughout college he worked various jobs that helped him gain customer service and communication skills experience.

Fuchs Financial, with offices in West Hartford, Middletown, and Middlebury, provides wealth management, planning and retirement services that help individuals build, preserve, and manage their wealth. Founded by Ben Fuchs, a Certified Financial Planner® and Certified Private Wealth Advisor® professional, the firm 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.

“In all our efforts, the personal relationship we form with our clients is paramount. We maintain consistent contact with our clients to help them make the best possible decisions, every step of the way,” said Ben Fuchs, Founder of Fuchs Financial. “Josh shares that commitment, and a determination to sharing his expertise and advice regarding healthcare coverage that is individualized for each client’s goals and circumstances. We’re proud to have him on our team.”

“Working directly with clients, listening to their goals and their challenges, and then crafting plans with them is tremendously satisfying,” said Kerchis. “I appreciate the opportunity to help people through the process of reviewing their healthcare plans for retirement, and responding to questions they have in order to provide them with peace of mind. I’m glad to join a top notch firm with an unrelenting commitment to serving clients effectively.”

Fuchs Financial begins the process of working with clients by understanding individual financial objectives. With that knowledge, they aim to provide the highest quality information, service, and products to help clients reach their goals. In addition to Ben Fuchs and Josh Kerchis, the Fuchs Financial team includes financial advisors Gina Mazzadra, ARPS, RICP®; Alex Cal, CPFA®; and Eddy Agyeman, CRPCTM, AFC®.

Informational Programs Upcoming at Local Libraries, Additional User-Friendly Resources on Fuchs Financial Website

Fuchs Financial advisors will be conducting free seminars at local libraries in Burlington and Farmington this fall to provide area residents with information on key retirement topics.

• In Burlington, Gina Mazzadra will lead the discussion on Taxes in Retirement on September 5 and Josh Kerchis will present How to Navigate Healthcare in Retirement on September 10.
• In Farmington, Alex Cal will discuss Taxes in Retirement on September 23 and Josh Kerchis will share How to Navigate Healthcare in Retirement on October 1.

All of the programs begin at 6:00 pm. Details are available on the Burlington and Farmington public library websites.

The online Fuchs Financial Virtual Learning Center features free educational videos, designed by financial advisors. The videos are available to anyone who wants to learn more about investing, taxes, retirement, and ultimately their legacy. The resources can be accessed, without charge, at www.fuchsfinancial.com.

Fuchs Financial also offers free, no-obligation introductory consultations, which highlight the proprietary How to Retire Blueprint, designed to help clients achieve simplicity and security in their retirement strategy. Components include Risk Analysis, Income Analysis, and Tax Analysis, as well as a system to continuously monitor clients’ accounts in order to make adjustments as needed.

With offices located at 433 South Main Street, Suite 308, West Hartford, 213 Court Street, Suite 601, Middletown, and 751 Straits Tpke., Suite 3002, in Middlebury, Fuchs Financial is easy to reach. Financial advisors can also be contacted directly at (860) 461-1709, or Toll Free at (877) 940-1009.