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-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

Will your dream retirement become a reality? The answer might not be what you think. Learn more here.
09/02/2026

Will your dream retirement become a reality? The answer might not be what you think. Learn more here.

Many pre-retirees can become focused on the “ideal” retirement, but turning that dream into a reality can be tricky.

Stocks rebounded last week as falling bond yields and upbeat AI-related corporate reports rekindled positive market sent...
09/01/2026

Stocks rebounded last week as falling bond yields and upbeat AI-related corporate reports rekindled positive market sentiment despite the Fed Chair’s slightly hawkish speech. The Standard & Poor’s 500 Index gained 0.49 percent, while...

Discover important age-related milestones, from catch-up contributions to Social Security benefits, all in one concise v...
08/31/2026

Discover important age-related milestones, from catch-up contributions to Social Security benefits, all in one concise visual guide. Stay informed and plan for a secure financial future.

Get ready to celebrate your financial birthdays in this informative infographic.

The S&P 500 is ubiquitous. Ever wonder how it works?
08/28/2026

The S&P 500 is ubiquitous. Ever wonder how it works?

The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.

There’s 5 phases to changing unhealthy behaviors. Here’s how to do it.
08/26/2026

There’s 5 phases to changing unhealthy behaviors. Here’s how to do it.

Five phases to changing unhealthy behaviors.

Getting your estate plan in place doesn't have to be complicated—but knowing where to start can feel overwhelming. That'...
08/25/2026

Getting your estate plan in place doesn't have to be complicated—but knowing where to start can feel overwhelming. That's why I'm sharing this simple, step-by-step checklist with you: 📩 Download Checklist It walks you through the key...

Stocks declined last week as global investors fretted about oil-supply-induced inflation. The Standard & Poor’s 500 Inde...
08/25/2026

Stocks declined last week as global investors fretted about oil-supply-induced inflation. The Standard & Poor’s 500 Index declined 1.43 percent, while the Nasdaq Composite Index slid 2.05 percent. The Dow Jones Industrial Average...

Trying to decide whether to buy or rent a home? There are 4 important questions you should consider.
08/24/2026

Trying to decide whether to buy or rent a home? There are 4 important questions you should consider.

The decision whether to buy or rent a home may have long-term implications.

Thinking about a prepaid debit card? Consider the pros and cons.
08/21/2026

Thinking about a prepaid debit card? Consider the pros and cons.

It's important to understand the pros and cons when considering a prepaid debit card.

Even a small bump in your 401(k) contribution could make a big difference over time. Run the numbers and see what's poss...
08/19/2026

Even a small bump in your 401(k) contribution could make a big difference over time. Run the numbers and see what's possible.

See how increasing your 401(k) contributions today could affect your balance at retirement.

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

Alerts

Be the first to know and let us send you an email when Fields Financial Planning posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Fields Financial Planning:

Shortcuts

Share

Category