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  •   (614) 568-1260
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We grow our business through client referrals. If you’ve been happy with our services and our work together, please tell a friend!

Filling out the following form is a quick and easy way to let others know about our services. The mandatory fields are denoted with an asterisk (*).

Note that your friend's e-mail address and name will not be sent to us and will not be used for any purpose other than to send him/her your message. All information is confidential. Remember that e-mail is not a secure medium, and so personal information should be transmitted by more secure means.


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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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