Kevin Fields is a Wealth Management & Legacy Planner with American Prosperity Group (APG) and the owner of the Westerville, Ohio location. APG is an organization of independently-owned financial planning offices throughout the United States whose mission is to help clients maximize their income today, while preserving, protecting and perpetuating their wealth for tomorrow. As an investment advisor representative, a licensed attorney, and a licensed insurance professional, he offers families a holistic approach to their retirement and estate planning needs.
Kevin focuses on pre-retirees and retirees by involving them in a comprehensive financial planning process, which helps 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. He advises 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.
5991 Chandler Court, Suite is located just West off Route 3 across from Giammarco's