Broker Check

5991 Chandler Court
Suite C
Westerville, OH 43082

(614) 568-1260

Our Services

Fields Financial Planning is an independent, family-run firm focused on helping individuals, families, and small business owners navigate the complexities of today's financial world.

We can help answer your questions, such as:

  • When can I retire?
  • How long will my money last?
  • What are the major risks during retirement?
  • How can I maximize my Social Security & pension benefits?
  • How do I take wise distributions from my portfolio?
  • Are my investments aligned with my risk tolerance?
  • Do I have a strategy to mitigate against market losses?
  • How do I minimize taxes?

Through our affiliation with USA Financial Securities, we offer the follow services:

  • Financial Planning*
  • Retirement Planning*
  • Retirement Income Strategies*
  • Investment Planning & Asset Allocation*
  • Insurance Planning
  • Long-Term Care Planning
  • Tax Planning
  • Estate Tax Reduction*
  • Non-Qualified Deferred Compensation Programs*
  • Charitable Gifting Strategies*

*These services may incorporate securities and advisory services, offered by Kevin Fields and Bruce Fields, investment advisor representatives of USA Financial Securities, a Registered Investment Advisor. Member FINRA/SIPC. Fields Financial Planning and USA Financial Securities Corp. are not affiliated.  Kevin Fields does not offer legal services through Fields Financial Planning or USA Financial Securities Corp.