Kevin M. Fields, Esq., RICP®
Kevin focuses on pre-retirees and retirees by involving them in a comprehensive financial planning process, which helps them understand their overall financial picture, set short- and long-term goals, and recognize that all parts of a financial plan are connected and interrelated. He advises clients on Social Security maximization strategies, income distribution planning, objective portfolio analysis, and legacy planning, as well as evaluating life insurance and long-term care options.
Kevin follows the Department of Labor (DOL) fiduciary standard and acts in the best interest of his clients to ensure that all advice is suitable to the client’s objectives, needs, and circumstances. Further, as an independent advisor who is not bound to any particular investment or insurance company, he has the ability to utilize a wide variety of strategies and products to accomplish a client’s objectives. One of his strengths is the ability to demystify and simplify complex topics. He ensures that his clients fully comprehend both the what and why of their financial plans.
Kevin graduated with a Bachelor of Science in Business Administration from The Ohio State University. After earning his bachelor’s degree, he attended law school at Thomas Jefferson School of Law, where he earned his Juris Doctor degree summa cum laude. Earlier in his career, Kevin spent over a decade as a practicing attorney. He has his Series 6, 63 and 65 licenses as well as a Life, Health & Variable Insurance License. His unique combination of financial planning and legal experience enhances the services and advice available to his clients.
In addition to his most important job as a husband and father to two boys, Kevin volunteers his time to speak in the community on a range of financial topics as an Ambassador and Advisory Board Member of The Financial Awareness Foundation. His passion is educating individuals on financial matters and simplifying complex subjects so they have the tools necessary to improve their own unique financial circumstances. He is quoted in the article “Can You Afford to Live to 100?” at TheStreet.com.