With more than 34 years of experience in the financial services industry, Fields and his team focus on helping individuals successfully transition into retirement.

Using a unique “Bluprint” process, clients gain a clear picture of their financial position today. This process also allows clients to stress test their future financial forecast for inflation, taxes, medical care costs, investment market volatility, and a variety of unique life events.

Services:
-Asset management
-Income planning (appropriate review of medicare and social security timing options)
-Planning for RMDs (required minimum distributions)
-Planning for investment volatility, inflation, and income taxes
-Estate planning

Futurity First Compass

Talk with Fields

At Futurity First, we want to make sure you receive the attention and service you need as soon as you require it. Even if you already have insurance, it’s a good idea to re-assess your coverage. Our community-based agents provide an objective review of your needs making sure you have the right coverage for your family or business. Let’s talk.

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Financial planning and investment advisory services offered through Sequent Planning, LLC, a Registered Investment Adviser (RIA). Sequent Planning conducts business as Futurity First Wealth Management (FFWM). FFWM Advisors are registered with Sequent Planning as independent contractors and not employees of Sequent. Futurity First insurance Group (FFIG) and Sequent Planning are wholly owned subsidiaries of Senior Market Sales (SMS). Insurance products, Legal, Tax and Accounting advice are not offered through Sequent Planning.