The Westerville office of American Prosperity Group (APG) held a ribbon cutting ceremony last Tuesday, January 24, with family and friends of the firm joining Sunbury/Big Walnut Area Chamber of Commerce Executive Director John Fox for the occasion.
APG is a nationwide firm of independently owned investment advisory offices providing comprehensive financial planning and wealth management services to individuals and small businesses.
Westerville APG owner and financial planner Kevin Fields said APG has 15 locations. The Westerville office at 5991, Suite C, Chandler Court that opened on September 1 is the only APG location in Ohio.
Fields, who is also an attorney, said APG specializes in retirement planning and estate planning for pre-retirees and retirees. The firm also advises clients on tax, investment, and insurance strategies; and also helps clients review personal finances as they relate to a healthy and balanced lifestyle.
“APG helps clients maximize their income today, while protecting, preserving and perpetuating their wealth for tomorrow,” Fields said. “As an Investment Advisor Representative with USA Financial Securities, a Licensed Attorney in Ohio, and a Licensed Insurance Professional, I’m able to offer our clients a holistic approach to their retirement and estate plans, including income planning, investment planning, risk management, and estate planning.
“Creating a life map also involves a close review of personal finances and an assessment of other building blocks,” Fields continued. “Lifestyle matters look at how to balance work and leisure, how to make smart choices for the future, and many other items in an effort to help an individual enjoy life’s journey.”
Fields, who operates the Westerville APG office along with his wife Francie, is originally from Marion. He graduated with a Bachelor of Science in Business Administration from The Ohio State University.
After earning his bachelor’s degree, he attended law school at San Diego’s Thomas Jefferson School of Law, where he earned his Juris Doctor degree summa cum laude.
Prior to joining APG, Fields spent over a decade as a practicing attorney. He has his Series 6, 63, and 65 licenses as well as a Life, Health & Variable Insurance License.
“My unique combination of financial planning and legal experience enhances the services and advice available to our clients,” Fields said. “Managing your budget involves more than just making and following a budget.”
Fields said the Westerville APG Office, located at 5991 Chandler Court, Suite C, is open Monday through Friday from 9 a.m. until 5 p.m.; and Saturdays and Sundays from 8 a.m. to 5 p.m.
APG services include Comprehensive Financial Planning, Retirement Planning, Retirement Income Strategies, Investment Planning and Asset Allocation, Insurance Planning, Tax Planning, Estate Tax Reduction, Long Term Care Insurance, Non-Qualified Deferred Compensation Programs, Pension and Profit Sharing Plans, Key-Person Loss Indemnification, Private Pension Plans, Buy and Sell Funding Plans, Executive Salary Continuation Programs, and Charitable Gifting Strategies.
For additional information log on to kevinfields1apg.com or call 614-568-1260 or 888-262-3556.
Kevin Fields may be reached via email at <email@example.com>. For additional information about APG go to the APG Corporate website at 1apg.com.
Reporter Lenny C. Lepola can be reached at 614-266-6093.