Welcome to

Mark Fuchs' Web site

Investments, taxes, insurance, estate planning: the list of financial concerns and considerations facing you today is seemingly endless. And there are no easy answers.

I am in the business of helping my clients address their financial challenges. I do this by using a total wealth management approach. Each area is important individually, but managing them all collectively is one of the most important considerations in your overall financial picture.

My approach can help you invest conservatively, reduce your exposure to taxes, address your insurance needs and provides a plan aimed to transfer your wealth to your children and grandchildren.

If this method of addressing your financial needs sounds appealing, I invite you to spend some time exploring this site. I also welcome the opportunity to hear from you. If you have questions about your financial situation, please do not hesitate to call or e-mail me.

• Managed asset plans - for professional fee-based portfolio management through LPL Financial
• Corporate 401(k), Retirement Plan & Investment Management
• Term, Whole and Variable Life Insurance & Estate Planning
• Estate & Wealth Preservation Planning
• Long Term Care Insurance - plan for costly health issues