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.