If you're like many of of our clients you're probably wondering:
“When can I retire?”
“Do I have enough saved?”
“What kind of lifestyle can I have in retirement?”
Simply fill out the form and we’ll provide you with a personalized no-cost, no-obligation, long-term projection based on your responses.
Andrew R. Fox, CFP
Fox Financial Services
MEET ANDREW FOX
Andrew founded Fox Financial in 1993 and has been serving clients in or nearing retirement ever since. He provides financial and investment management services that serve the needs of retirees and help clients make the best financial choices possible. Andrew loves to help clients understand how, with the right behavior, successful investing can be astonishingly simple.
Andrew specializes in designing and maintaining long-term investment portfolios, primarily for those approaching or enjoying retirement. He further specializes in designing strategies for the coordinated execution of corporate stock options. Prior to founding Fox Financial Services, Inc., Andrew worked as a branch manager for the Kraft Foods Federal Credit Union where he counseled and advised members on all aspects of personal financial planning ranging from investment portfolio design to credit management.
Andrew holds a bachelor’s degree in economics from Colgate University and has been a licensed Certified Financial Planner (CFP) since 1992. He is a member of the Greater Hudson Valley Financial Planning Association (FPA) and periodically conducts seminars in the metro New York and tri-state area on a wide range of investment and retirement planning topics.
Andrew is married and lives in Wilton, CT with his wife and two daughters.