Fields Financial Planning

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Fields Financial Planning Fields Financial Planning is an independent financial planning firm located in Westerville, Ohio Contact us today! Fulton St., Ada MI 49301.

At Fields Financial Planning, we offer financial and retirement planning services to families and individuals in the greater Columbus, Ohio, area. We focus on comprehensive financial planning for pre-retirees and retirees, helping 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. We advise clients on Social Security maximization strategies, income distribution planning, objective portfolio analysis, tax-efficient planning, and legacy planning, as well as evaluating life insurance and long-term care options. As an independent financial advisor, we can utilize a wide variety of strategies and products to pursue a client's objectives. Kevin Fields is an investment advisor representative of, and securities and advisory services are offered through USA Financial Securities, Member FINRA/SIPC. A Registered Investment Advisor located at 6020 E. 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. https://www.usafinancial.com/investors/commenting

Even the most seasoned investors are prone to biases affecting their financial choices. Learn more in this message.
10/16/2026

Even the most seasoned investors are prone to biases affecting their financial choices. Learn more in this message.

Even the most seasoned investors have biases affecting their financial choices.

The beans brewed for your morning coffee may have changed hands many times.
10/14/2026

The beans brewed for your morning coffee may have changed hands many times.

Few contemplate the complex journey that brought their coffee from farm to kitchen table.

Stocks ended last week higher after an up-and-down week where a kitchen sink of economic, geopolitical, and AI-related e...
10/13/2026

Stocks ended last week higher after an up-and-down week where a kitchen sink of economic, geopolitical, and AI-related events competed for investors’ attention. The Standard & Poor’s 500 Index rose 1.15 percent, while the Nasdaq...

What do you think your retirement will be like? Attitudes are changing, and many are working in their golden year.
10/12/2026

What do you think your retirement will be like? Attitudes are changing, and many are working in their golden year.

Around the country, attitudes about retirement are shifting.

Bedtime Story: U.S. Federal Tax Code. How many pages have you read?
10/09/2026

Bedtime Story: U.S. Federal Tax Code. How many pages have you read?

An inside look at how marginal income tax brackets work.

Stocks finished the third quarter mixed. The S&P 500 gained 2.03%, and the Nasdaq Composite rose 2.47%, while the Dow Jo...
10/08/2026

Stocks finished the third quarter mixed. The S&P 500 gained 2.03%, and the Nasdaq Composite rose 2.47%, while the Dow Jones Industrial Average slipped 2.70%. Halloween is next on the calendar, with U.S. consumers expected to spend \$13.5 billion USD this year and 6.26 million Canadian children in their trick-or-treating years.

Stocks were mixed in the third quarter as economic, geopolitical, and corporate earnings news pushed the broad market higher while weighing on the Dow Industrials.

Wondering what to tell your financial pro? Check out this quick video for guidance!
10/07/2026

Wondering what to tell your financial pro? Check out this quick video for guidance!

Here are the top 5 things your team may want to hear.

Stocks ended last week mixed as a tug-of-war between strong economic data, cooler job growth, and decades-high Treasury ...
10/05/2026

Stocks ended last week mixed as a tug-of-war between strong economic data, cooler job growth, and decades-high Treasury yields played out. The Standard & Poor’s 500 Index edged down 0.27 percent, while the Nasdaq Composite Index rose...

Sector investing may present an opportunity — if you do your homework.
10/05/2026

Sector investing may present an opportunity — if you do your homework.

Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.

Half of execs believe their skills will be obsolete in two years. The chair of the SEC thinks AI will spark a financial ...
10/02/2026

Half of execs believe their skills will be obsolete in two years. The chair of the SEC thinks AI will spark a financial crisis. What does such concern or uncertainty mean for your future and your financial strategy?

What do concerns or uncertainty about AI mean for your future and your financial strategy?

Address

5991 Chandler Court, C
Westerville, OH
43082

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+16144260063

Website

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