Fields Financial Planning

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 advis

e clients on Social Security maximization strategies, income distribution planning, objective portfolio analysis, tax 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 accomplish 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

Stocks bounced back last week as enthusiasm for the AI trade continued and rumors of a Middle East peace agreement bolst...
05/28/2026

Stocks bounced back last week as enthusiasm for the AI trade continued and rumors of a Middle East peace agreement bolstered investor optimism. The Standard & Poor’s 500 Index advanced 0.88 percent, while the Nasdaq Composite Index...

When was the last time you paid yourself first?
05/27/2026

When was the last time you paid yourself first?

It sounds simple, but paying yourself first can really pay off.

When considering a record keeping system for your business, you need to ask yourself some very important questions
05/25/2026

When considering a record keeping system for your business, you need to ask yourself some very important questions

Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.

Retirement may change your perception of investment risk.
05/22/2026

Retirement may change your perception of investment risk.

A change in your mindset during retirement may drive changes to your portfolio.

Stocks were mixed last week as investors fretted over hot inflation reports, which offset the move in chipmaker stocks. ...
05/22/2026

Stocks were mixed last week as investors fretted over hot inflation reports, which offset the move in chipmaker stocks. The Standard & Poor’s 500 Index rose 0.13 percent, while the Nasdaq Composite Index edged down 0.08 percent. The...

You can start Social Security benefits as soon as you reach 62. Know the rules before deciding.
05/20/2026

You can start Social Security benefits as soon as you reach 62. Know the rules before deciding.

Monthly Social Security payments differ substantially depending on when you start receiving benefits.

Don’t get greedy when the market rises, and don’t panic when it falls. Sound advice—learn more.
05/18/2026

Don’t get greedy when the market rises, and don’t panic when it falls. Sound advice—learn more.

Understanding the cycle of investing may help you avoid easy pitfalls.

Some diets lighten nothing but your wallet. Here’s a few to avoid.
05/15/2026

Some diets lighten nothing but your wallet. Here’s a few to avoid.

These food myths will really put a drain on your wallet.

Stocks rose last week as peace talks picked up while investors cheered better-than-expected economic news and Q1 corpora...
05/15/2026

Stocks rose last week as peace talks picked up while investors cheered better-than-expected economic news and Q1 corporate results. The Standard & Poor’s 500 Index advanced 2.33 percent, while the Nasdaq Composite Index rose 4.51...

Your financial future is calling. Develop a strategy for your investments today.
05/13/2026

Your financial future is calling. Develop a strategy for your investments today.

Don't let procrastination keep you from pursuing your financial dreams and goals.

Have you considered everything when it comes to your retirement? Perhaps not. Check out our fascinating new infographic ...
05/11/2026

Have you considered everything when it comes to your retirement? Perhaps not. Check out our fascinating new infographic on retirement issues.

This attention-grabbing infographic covers retirement topics you may not have considered.

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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