Our Services

Fields Financial Services offers services to both individuals and businesses.

 

For The Individual Client..

We offer a wide selection of services for the individual investor.  Our firm can help you in a multitude of ways in regards to your financial life.  We can help you evaluate, build and maintain your financial program.

Some of the services we offer to individual clients:

  • Retirement Income Planning
  • 401(k) and Employer Sponsored Rollovers
  • Systematic Savings Plans
  • Asset Management and Allocation
  • Portfolio Evaluation
  • Individual Stock, Bond, and Mutual Fund Trading
  • Insurance Services
  • College Savings Programs
  • Trust and Estate Planning Referrals

Account Types:

  • Traditional IRAs
  • IRA Rollovers
  • Roth IRAs
  • 529 College Savings Plans
  • Individual and Joint Investment Accounts
  • Brokerage Accounts
     

For Businesses:

Fields Financial Services also offered retirement plans and services for businesses.  Whether you are looking to begin a 401k, Simple IRA, SEP IRA or 403b for your business, or would like for us to evaluate your current plan, Fields Financial Services can help.

As always, we will ensure that your current plan is using high quality investments while minimizing costs and adhering to the strict Fidicuary Standards.

Some of the services we offer to businesses:

  • Retirement Plan Establishment and Implementation
  • Evaluation of Current Retirement Plans
  • 529 Employer Sponsored College Savings Plans
  • Buy/Sell Agreements
  • Worksite/Group Life Insurance Services

Account Types:

  • 401(k) Plans
  • 403(b) Plans
  • SIMPLE IRAs
  • SEP Plans
  • 529 Employer Sponsored Plans