General Info

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, 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. Contact us today!