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 A goal without a plan is just a wish! ~Antoine de Saint-Exupéry

Advantages

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Life can throw major curve balls your way, so whether this is a death of a loved one, divorce, or other life-changing event, we will help prioritize what needs to be addressed immediately and what can wait. Thorough and careful processes will be developed with your personal needs in mind.

When you choose Fieldman Financial Services to provide you with financial guidance and support, we will be by your side every step of the way. You will receive individualized attention and we have an open door policy; when you have a question or concern, contact us directly and we will work with you to solve issues. Your peace of mind is our ultimate goal!

Personalized Attention and Communication

Let us bring you and your family’s future into focus. We offer a variety of appropriate and suitable services for every stage of life. The following list is not all-inclusive, but does provide a snapshot of some of the key service areas offered. If you do not see your need listed, please send us a secure email.

Major Life Changes

  • Advantages
  • Increase Revenue
  • Reduced Costs
  • Strategic
  • Organizational Design
  • Intelligent Growth

Investment Management


Stocks, bonds, mutual funds, ETFs, etc for IRAs, Roth IRAs, direct investments. 401(k), 403(b), 457 rollovers and more.

Management Consultant


  • Management
  • Strategy
  • Processes
  • Efficiency
  • Consulting
  • Business Ethics

Comprehensive Financial Planning


We use some of the best financial planning technology available to carefully navigate through various scenarios. We also provide specific advice and strategies to help you achieve your financial goals.