My Strategic Partnerships with The Nautilus Group and Eagle Strategies
September 2020
As a boutique practice, Field Financial Strategies offers personalized attention, and customized and tailored solutions designed to meet our clients’ unique needs and financial goals. We also offer a depth of knowledge and expertise that not every financial planner can offer.
I am proud to be one of the very limited number of financial professionals around the country who are Eagle Strategies advisors and member agents of The Nautilus Group. When you collaborate with me for your financial planning needs, you benefit not only from my expertise, but also that of a whole team of experts in the key planning areas of: tax, law, investment management, life insurance, accounting, business solutions, and charitable giving.
This short video explains how my partnerships with Eagle Strategies and The Nautilus Group enriches my ability to provide unique, customized financial planning solutions to help my clients achieve their life’s goals. Watch the video, then call me to discuss how I can help you achieve your goals!
Sincerely,
Joel Field
Board Chair Hall of Fame
September 2020
I am humbled to be named to the Board Chair Hall of Fame by Cause Strategy Partners. This award recognizes my work as Chairman of the Board of The Family Center. Cause Strategy Partners helps social good organizations achieve their missions fueled by great leadership, great strategy, and most importantly, great results. To be recognized by them in this way is indeed an honor!
The work I do with The Family Center is incredibly rewarding in and of itself, so I truly do not seek recognition or reward for it. However, I am sharing this award with you here in hope that it sheds more light on the important work that The Family Center does, serving families and children who are affected by crisis. For more information, visit www.thefamilycenter.org.
Joel M. Field III, CFP®, CLU®, LUTCF® has been selected for membership in The Nautilus Group®, a service of New York Life Insurance Company. The Nautilus Group is a planning resource organization comprised of professionals experienced in taxes, law, life insurance, accounting, business solutions, and charitable giving.
It is with great pleasure that Field Financial Strategies announces a milestone – our 10th anniversary!
I, and my entire team, would like to express our gratitude and appreciation to you for your trust and support over the past 10 years.
During this time, we have had the honor of working to fulfil our guiding mission: to empower our clients to live their lives to the fullest, and to confidently pursue their goals, worry-free about finances.
It has been an incredible journey. Starting out as a one-man operation in 2009, Field Financial Strategies has grown to include offices in two states, clients all over the country, the support of a dedicated staff, and a cadre of professional experts from The Nautilus Group. We hope for many more years working with wonderful clients like you, and look forward to all the great things to come!
Again, I’d like to express a sincere “Thank You” for your support and your business over the past 10 years! I like to say that great people connect great people. If you see value in the work we have done for you, please keep us in mind and pass along my contact information to those you think may benefit. After all, referrals are the cornerstone around which my practice has grown and, truly, are the highest compliment you can give me. Thank you, again, for your trust, encouragement, and business over the years. I look forward to meeting more great people like you and to work with you successfully for many more years to come!
Third Community Impact Grant
April 2019
On Sunday, April 14th, Joel was honored to present The Family Center with a $20,000 check representing the third Community Impact Grant New York Life has awarded to The Family Center in four years. This grant supports The Family Center’s Brooklyn ACTS program, Action for Child and Teen Success, which supports children impacted by trauma with counseling and other supportive services. Thanks to services made possible by this Community Impact Grant, 75% of children and teens receiving psychological and psychiatric counseling in Brooklyn ACTS experience a reduction of PTSD symptoms.
From Left to right: Board Chair Joel Feel gives a thumb’s up, Board Member Adam Mintz, Consumer Advisory Committee Member Carolynne Perine-Lee, Board Member Richard Osterweil, Executive Director Ivy Gamble Cobb, and Board Member Vikram Shamkar. Carolynne’s children Jabari and Samari also happily joined in accepting the Community Impact Grant check for the Family Center
The Nautilus Group Membership
March 2019
Joel M. Field III, CFP®, CLU®, LUTCF® has been selected for membership in The Nautilus Group®, a service of New York Life Insurance Company. The Nautilus Group is a planning resource organization comprised of professionals experienced in taxes, law, life insurance, accounting, business solutions, and charitable giving.
Newly-elected Chairman of the Board of Directors of The Family Center, Joel Field (center), pictured with Ivy Gamble Cobb (left) and Aileen Parker (right).
Joel is a long-time champion of the work The Family Center does to strengthen families affected by crisis, illness or loss, to create a more secure present and future for their children. Joel joined the Board of Directors of The Family Center in 2014 and since that time, has secured numerous corporate and foundation grants to support programs of The Family Center. He served as Vice Chairman of the Board from 2016 – 2018. And, in November 2018, he was elected as Chairman of the Board. Joel is excited to continue serving this important and worthwhile organization in his new role as Chairman!
Community Impact Grant
August 2018
In August 2018, Joel Field was recognized once again for his philanthropic leadership in the community! The New York Life Foundation awarded Joel a $20,000 Community Impact Grant to benefit The Family Center. Joel is a dedicated champion of The Family Center and he serves as Vice Chairman of the Board for this organization which works to help families in New York who are struggling with family crisis or loss.
This grant supported The Family Center's Brooklyn ACTS program (Action for Child and Teen Success): www.thefamilycenter.org
In funding this program, we are ensuring that children and families, who have been exposed to trauma, receive specialized trauma-informed services including: psychological and psychiatric screenings for PTSD for all family members, TF-CBT or SPARCS for children and teens, RPC for parents or caregivers, case management to ensure these families access all benefits to which they are entitled, medication management for those family members requiring psychiatric treatment, and care management to coordinate health care services for children with complex trauma.
As a result of Brooklyn ACTS, The Family Center expects that 75% of enrolled children and their families will achieve at least 3 of the following outcomes: (1) Increased understanding of the impact of trauma and common childhood reactions; (2) Increased mastery of parenting skills to optimize children’s emotional and behavioral adjustment; (3) Increased stress management skills; (4) Increased ability of children and parents to identify and cope with a range of emotions; and (5) Reduced avoidance that interferes with daily functioning (i.e. of trauma reminders).
Additionally, through community training and education conducted by the Brooklyn ACTS staff, community members and staff of local child-serving systems (including schools, child welfare, and juvenile justice) will be able to recognize and respond to the signs and symptoms of trauma and emotional distress. Through a rigorous evaluation, The Family Center will determine the efficacy and impact of the Brooklyn ACTS model, will disseminate findings and will use evaluation and cost data to contribute to the ongoing NYS discussion on how best to strengthen the mental health safety net for at-risk children and adolescents.
Growth and Success Recognization
July 2018
As one of the leaders in his professional network, Joel has been recognized repeatedly over the years for his practice's growth and success. This is the second year in a row that Joel has earned the distinction of qualifying for Chairman’s Council, recognizing him as one of the top professionals in his field. Joel was most recently ranked among the top 200 advisers out of his national network of over 13,500 Advisers and Agents for the 2017-2018 Council year. Congratulations, Joel!
Council is an annual company recognition program based on agent production from July 1- June 30.
Book Contribution
April 2018
Joel was recently acknowledged for contributing his financial expertise to the writing of a book about the stewardship of finances. The book, Freedom To Serve, was written by Jonathan Ankney, and is available on Amazon.
Ankney, Jonathan. Freedom to Serve. Sunnyside, NY. Small Business CFO, Inc. dba Tower Ministry Finance, 2017
The Family Center Grant
April 2018
As Co-Chair of the Board for The Family Center, Joel Field’s membership in the Million Dollar Round Table (MDRT), a global association of financial professionals, enabled The Family Center to obtain a $2,500 grant on April 15, 2018. In an extremely competitive Grant cycle, The Family Center was selected from nonprofit applicants all over the world by The MDRT Foundation to receive this grant reward to support caregiver families. Joel is very proud of his friends and contacts who have rallied to support The Family Center’s children who are being raised by non-parent caregivers.
Joel Field was awarded the Volunteers for Good Certificate of Recognition by Heather Nesle, President of the New York Life Foundation for his outstanding volunteer service and leadership in 2017. Volunteers for Good is a New York Life engagement program which supports and recognizes the philanthropic efforts of advisers working to make a difference in their communities. Joel’s philanthropic and volunteer efforts with The Family Center earned him this prestigious recognition. For more information of The Family Center, please click here.
Our 2017 Blog Posts
NYL Pride LGBT Panelist
June 2017
Joel was a featured panelist at the New York Life corporate office to discuss the LGBT market and how it has impacted Joel’s business as a kick off to Gay Pride week in New York City. Joel was joined by Mark Madgett, head of New York Life Agency Department and Angela Daniels, head of the LGBT target market in New York. This was broadcast around the country and available to all 30,000 New York Life operations center employees, and agents. Great job Joel!
Chairman’s Council
June 2017
In June, Joel qualified for New York Life’s 2017 Chairman’s Council. Members of the elite Chairman’s Council rank in the top three percent of the approximately 14,000 agents and advisers affiliated with New York Life. Congratulations, Joel, on this momentous achievement!
Council is an annual company recognition program based on agent production from July 1- June 30.
Run For Charity
April 2017
Joel Participated in the 2017 JFK Runway Run to raise support for The Family Center on Sunday April 9th, 2017. The JFK Runway Run is a 5k run in which participants may raise money to support charities of their choice. Joel, along with the other individuals running for The Family Center, were successful in raising over $24,000 to support the Center’s services to children and families living in poverty and facing illness and crises.
Our 2016 Blog Posts
Grant Award
December 2016
Due to Joel Field's advocacy and commitment to the organization, The Family Center received a $15,000 Grant from New York Life.
To learn more, please visit www.thefamilycenter.org. Use the search feature in the upper right-hand corner of the home page to search for "New York Life Community Impact Grant" and "Million Dollar Round Table" to find out more information on these amazing resources that Joel has brought to The Family Center, Inc., a NYC nonprofit where he serves on the Board of Directors.
Vice Chairmanship
December 2016
Joel has been selected to serve as the Vice-Chairman of the Board of Directors for The Family Center.
Based in Brooklyn, The Family Center is to only city-wide non-profit organization in New York City that offers comprehensive end-to-end services for each member of families in need. Learn more at: www.thefamilycenter.org.
President's Council Qualification
July 2016
Prior to the beginning of July, Joel qualified for New York Life’s President’s Council. President's Council is an achievement reserved by New York Life for top agents and advisers around the country. This is Joel’s second consecutive year qualifying for President’s Council (2015-2016).
Council is an annual company recognition program based on agent production from July 1- June 30.
Grant Award
March 2016
Joel Field, qualifying member MDRT 2013-2016, was instrumental in The Family Center receiving the award to continue its work serving disadvantaged children in crisis situations. The Million Dollar Round Table, which is recognized as the "premier association of financial professionals," has awarded a $1,000 grant to The Family Center through its Million Dollar Round Table Foundation.
To learn more, please visit www.thefamilycenter.org. Use the search feature in the upper right-hand corner of the home page to search for "New York Life Community Impact Grant" and "Million Dollar Round Table" to find out more information on these amazing resources that Joel has brought to The Family Center, Inc., a NYC nonprofit where he serves on the Board of Directors.
Grant Award
February 2016
Due to Joel Field's advocacy and commitment to the organization, The Family Center received a $20,000 Grant from New York Life.
To learn more, please visit www.thefamilycenter.org. Use the search feature in the upper right-hand corner of the home page to search for "New York Life Community Impact Grant" and "Million Dollar Round Table" to find out more information on these amazing resources that Joel has brought to The Family Center, Inc., a NYC nonprofit where he serves on the Board of Directors.
Our 2015 Blog Posts
Agents Advisory Council
October 2015
Joel was elected to Agents Advisory Council to represent more than 12,000 agents around the country to New York Life’s executive management team. Joel will be serving on the Advisory Council in 2016.
SiriusXM Guest Speaker
Fall 2015
Joel was a Featured Guest speaker on SiriusXM’s Focus Group broadcast propram. Use the audio player below to listen to the broadcast.
Grant Award
July 2015
Joel was instrumental in The Family Center receiving a Community Impact Grant for $20,000 to support our pediatric mental health clinic enrolling young clients who will also receive developmental assessments and interventions.
Featured New York Life Agent: Joel Field
2010-2015
Joel was featured as an agent with New York Life Insurance Company on their website and their main landing page.
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