Risk-Based Retirement Planning™
Secure What You’ve Built. Prepare for What Comes Next.™
Risk-Based Retirement Planning™
Secure What You’ve Built. Prepare for What Comes Next.™
What We Do At Fieldstone Financial
A New Approach To Retirement Planning
Fieldstone Financial™ is an independent financial advisory firm specializing in Retirement Planning through Risk Management and Tax Strategy—the two areas most likely to disrupt your retirement if left unaddressed.
We serve individuals and couples who are approaching or navigating retirement and want clarity, protection, and control—not just growth. Our process focuses on identifying the real-world risks that can derail retirement goals—like long-term care costs, rising tax burdens, income gaps, or market volatility—and building smart, resilient plans to defend against them.
We’re not investment managers. We’re strategic planners.
Our role is to help you organize, protect, and preserve what you’ve built, so you can retire with confidence and leave a meaningful legacy.