We advise highly successful professionals, business owners, and physicians
around the country on the unique opportunities and challenges created by their success.
Our Difference
Intentionally Boutique
As a boutique financial practice, it is our priority to serve you diligently and proactively – and without bias. Striving to fulfill our mission, we are proactive. We do not sit around waiting for you to call us when you experience a crisis or when the markets tumble. Instead, we monitor the progress of your plan and make recommendations and adjustments as needed.
Expertise and Resources
Complex financial strategies requires extensive experience and knowledge. Through Field Financial Strategies, you have access to a wide network of top-rated companies and investment experts that we have selected with care and prudence. These resources allow us to craft solutions without bias to best fit your individual financial needs, objectives, and style.
Unbiased Advice
We place our clients’ best interests above our own when making and implementing recommendations. We work with a variety of the nation’s top asset management firms, and because we are not restricted to one company’s particular set of financial products, our ability to provide you objective and unbiased advice is enhanced.
How We Engage With Clients
Every person has unique financial needs and goals. Our mission is to help each client make progress toward their ideal financial future. As you grow and your needs change, we maintain an ongoing conversation to determine how we can best benefit you. We offer three levels of service when working with clients:
PRIVATE CLIENT
SERVICES
COMPREHENSIVE FINANCIAL PLANNING
DEFINED
ENGAGEMENT
Please note, the independent research firm considered in its ranking a variety of financial products and services which not all ranked Financial Security Professionals (FSPs) may be licensed to offer. Only those products and services FSPs are licensed to offer were considered in determining any individual FSP's rank. Click here for the full methodology.
Neither SHOOK nor Forbes receives any compensation in exchange for placement on its Top Financial Security Professional (FSP) rankings (including the Best-In-State Financial Security Professional rankings), which are determined independently (see methodology). FSP refers to professionals who are properly licensed to sell life insurance and annuities. FSPs may also hold other credentials and licenses which would allow them to offer investments and securities products through those licenses. The ranking algorithm is based on qualitative measures learned through telephone, virtual and in-person interviews to measure best practices, client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as assets under management, sales figures, and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and these professionals rarely have audited performance reports. Individuals must carefully choose the right FSP for their own situation and perform their own due diligence. SHOOK’s research and rankings provide opinions intended to help individuals choose the right FSP and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.
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Contact Us
Phone: 844.605.0113
admin@fieldfinancialstrategies.com
New York City Office
420 Lexington Avenue, 15th Floor
New York, NY 10170
Ohio Office
75 East Wilson Bridge Road, Suite C-1
Worthington, OH 43085
Chicago Office
500 West Madison Street, Suite 1725
Chicago, IL 60661