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254-715-7990
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Let's Target Your Financial Goals

I am a leading financial advisor with over 20 years of experience in the financial services industry. Your path to financial prosperity starts with me and my team of professionals.

Financial services

Financial planning
Develop a financial roadmap based on your life goals, including budgeting, saving, investing, as well as college and retirement planning, to secure your and your family's financial future.
Investment advisory
Choosing appropriate investments for your risk tolerance and time horizons, as well as monitoring return and volatility management, are the top priorities.
Retirement planning
Ensure a comfortable retirement by managing your finances to meet post-retirement lifestyle goals, including pension planning, tax strategies, and maximum withdrawal strategies.
Estate planning
Safeguard your legacy with strategic estate planning, including wills, trusts, and wealth transfer strategies, ensuring the smooth transition of assets to future generations.

Investments Plus partners with industry leaders

about me

I am a reliable companion on the path to financial well-being

My work is based on the values ​​of transparency, individuality and building long-term relationships with clients. I strive to create not just financial strategies, but partnerships based on mutual trust and success.
Amy Fields
Founder and Principal Financial Planner/ Investment Advisor

Schedule your free consultation today

Discover personalized strategies for your financial success. Book a free consultation with me right now.
254-715-7990
experience

Rely on my wealth of experience

Experience matters when it comes to managing your finances. As the founder and chief financial advisor of Investments Plus, I have experience working in a diverse financial environment, helping clients achieve their goals with precision and insight.

$30 million

in managed assets

20+

years of experience

55+

satisfied clients
get in touch

Contact me - your path to personalized financial guidance

Write to me

Fill out this form and we’ll hop straight to it.
Phone
254-715-7990
Email
amy@investmentsplustx.com
Address
200 W. Hwy 6, Suite 611, Waco, TX 76712
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Services
About
Testimonials
Get in touch
amy@investmentsplustx.com
254-715-7990
Investments Plus is your reliable partner in personalized financial advice
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