Broker Check

5991 Chandler Court
Suite C
Westerville, OH 43082

(614) 568-1260

Surprise! You’ve Got Money! RE: Retirement 18 Years Worth of Days Bridging the Confidence Gap

Our Philosophy

At Fields Financial Planning, our philosophy is simple - PLAN FIRST. We firmly believe that a goal without a plan is just a wish. 

We have a simple three-step process to accomplishing your goals:

PLAN - Our initial discussions will be focused on learning about your personal situation and identifying your goals.  We will then work collaboratively with you to design a holistic plan to achieve those goals. 

IMPLEMENT - Next, we will identify solutions based on your unique circumstances that are specifically tailored to reaching your goals.  As independent planners, we have the ability to choose from a variety of investments and products to achieve your objectives.

MONITOR - A properly executed plan still requires constant monitoring to be successful.  As the famous boxer Mike Tyson once said, "Everyone has a plan until they get punched in the mouth."  Life happens, so we will be there to adjust as your situation changes.

Please feel free to look around our site and send us a note if you have any questions.  We'll get back to you quickly with a thoughtful response.



Our People

Kevin M. Fields, Esq., RICP®

Financial Planner

LEARN MORE ABOUT KEVIN

Bruce H. Fields, MBA

Financial Planner

LEARN MORE ABOUT BRUCE

Francie Fields

Administrative Assistant

LEARN MORE ABOUT FRANCIE

Helpful Content

A Primer on Irrevocable Life Insurance Trusts

A Primer on Irrevocable Life Insurance Trusts

Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.

Insurance Needs Assessment: Married With Children

Insurance Needs Assessment: Married With Children

When you’re married and have children, insurance needs will be different.

A Fruitful Retirement: Social Security Benefit

A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.

 

The Ivory Tower Changes Wall Street

Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.

“Dirty Dozen” Tax Scams to Watch For

Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.

Required Reading: The Economic Report of the President

The Economic Report of the President can help identify the forces driving — or dragging — the economy.

Critical Estate Documents

Sound estate management includes creating financial and healthcare documents. Here's an inside look.

Stop Wasting Money

One way to find money is to examine your current spending habits and eliminate money wasters.

And the Executor Is

The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.

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Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

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Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

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When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.

Tuning Your Social Security Benefit

When should you take your Social Security benefit?

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

It Was the Best of Times, It Was the Worst of Times

All about how missing the best market days (or the worst!) might affect your portfolio.

What to Do When You Lose Your Wallet

Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.

Can Election Results Predict the Market?

How do the markets usually react to elections? Was the 2016 election any different?

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