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 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.
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Amy Fields
Founder and Principal Financial Planner/ Investment Advisor