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  •   Kevin@PlanWithFields.com
  •   (614) 568-1260
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Whether it’s keeping up with emerging trends or discussing essential retirement and estate planning topics, we are dedicated to providing sound financial information to our clients and the public. 

Along the way, we like to have some fun too. If any of the events below look interesting, please give us a call or register through our site. We’ll be happy to add you to our guest list!

Check back soon for upcoming events

Register now

 

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5991 Chandler Court Suite C
Westerville, Ohio
43082 United States

  •  Tel: (614) 568-1260
  •  Toll Free: (888) 262-3556
  •  Fax: (614) 522-0348
  •  Kevin@PlanWithFields.com

Kevin and Bruce Fields are investment advisor representatives of, and securities and advisory services are offered through USA Financial Securities Corp., Member FINRA/SIPC. A registered investment advisor located at 6020 E. Fulton St., Ada, MI 49301. Fields Financial Planning is not affiliated with USA Financial Securities. Kevin Fields does not offer legal services through Fields Financial Planning or USA Financial Securities.

Kevin and Bruce Fields are authorized to transact securities related business and investment advisory services only in states where they are properly registered.  For investment products and services these states include: (Kevin: MO, OH) (Bruce: OH) . For investment advisory services theses states include: (Kevin: FL, IN, MO, OH) (Bruce: OH)  Additionally, clients who are not residents of these states cannot be serviced. This website is not intended to provide investment, legal, or tax advice, nor to effect securities transactions or to render personal advice for compensation.

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