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Transparent logo 2025
  • ABOUT US
    • Practice Overview
    • What Sets Us Apart
    • How We Engage With Clients
    • Financial Empowerment Process
    • Our Team
    • Advanced Planning Resources
  • HOW WE HELP
    • Private Client Services
    • Services for Professionals
    • Services for Physicians
    • Services for Business Owners
    • Services for Artists, Athletes, and Entertainers
    • Positioning for Retirement
  • CLIENT EDUCATION
    • Is My Financial Plan on Track?
    • Our Blog
    • Nautilus Blog
    • Advanced Planning Videos
    • Navigating Income Tax
    • Special Needs Planning
    • Life Plan Strategies for Your Business
  • GET IN TOUCH
  • CONNECT
    • Connect on Facebook
    • Connect on LinkedIn
  • CLIENT ACCESS
Disclosure

Joel Field, Samuel Strum, and David Tucker are agents licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in select jurisdictions. Insurance products and services may be offered only in jurisdictions where the agents are properly licensed. State license numbers shown where specifically required. Additional jurisdictions available upon request.
Joel Field (CA Insurance License #0K64032).
Samuel Strum (CA Insurance License #0M46940).
David Tucker (CA Insurance License #4090052).

As a New York Life Agent, Joel Field is licensed and authorized to offer insurance in California, but FIELD FINANCIAL STRATEGIES, LLC may not be. For additional information on California licensure status, please click here.

As a New York Life Agent, Samuel Strum is licensed and authorized to offer insurance in California, but FIELD FINANCIAL STRATEGIES, LLC may not be. For additional information on California licensure status, please click here.

As a New York Life Agent, David Tucker is licensed and authorized to offer insurance in California, but FIELD FINANCIAL STRATEGIES, LLC may not be. For additional information on California licensure status, please click here.

The following individuals are Registered Representatives of and offer securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company:
Joel Field, 420 Lexington Ave Fl 15, New York, NY 10170, 844-605-0113.
Samuel Strum, 500 W Madison St Ste 1725, Chicago, IL 60661, 646-227-8722.
David Tucker, 1700 S Pavilion Center Dr Ste 450, Las Vegas, NV 89135.

Joel Field, Samuel Strum, and David Tucker are also Financial Advisers with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company. Advisory services are offered only in jurisdictions where the financial advisers and Eagle Strategies LLC are properly registered.

Joel Field is a Member Agent of The Nautilus Group®, a service of New York Life Insurance Company.

Field Financial Strategies, LLC is not owned or operated by NYLIFE Securities LLC or its affiliates.

Neither Field Financial Strategies, LLC nor its associates are in the business of offering tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.

This website is intended for informational purposes only. Insurance, securities, and advisory products and services are available only in jurisdictions where the applicable representative and entity are properly licensed and registered. No offers may be made or accepted outside those jurisdictions.

Copyright 2026. New York Life Insurance Company. All Rights Reserved.

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