American Prosperity Group

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General Info

The American Prosperity Group Philosophy is to assist clients to help maximize their income today while protecting, preserving and perpetuating their wealth for tomorrow. The Financial Services Client of today demands and deserves to be educated, enlightened, informed and motivated before investing in any financial product, program or company. Long gone are the days when an agent's pitch of "trust me" was enough. Client loyalty and trust are the financial planner's greatest asset, which the APG Representative strives to gain and retain. APG Representatives do not charge their clients hourly fees; nor do we bind our clients with fee-based contractual obligations. Instead, we provide unlimited consultations where we collect data, share ideas and information, leading to the choice, creation and implementation of financial plans and programs that best benefit our clientele and their families. At this time in the recommendation process, certain products and strategies will be discussed including their positive attributes, negative characteristics - if any, fees, expenses or charges for acquisition, on-going maintenance and surrender - including a comparison to the plans and programs already implemented or contemplated by the retirement and estate planning prospect. For every product and strategy discussed, specific company brochures and or prospectuses, if applicable, will be given to the prospective client to take with them for further study and research before any commitment may be made at a succeeding appointment. This Arrangement, we believe, gives our clients ultimate control, information and veto power without any financial obligation or commitment. Once firmly decided that APG recommendations are in their best interest, the client's choice of companies selected for investment and product purchase, will compensate the APG Representative directly. The APG Credo: The APG Retirement & Estate Planning Specialist brings to the table his/her unwavering, unparalleled, non-shakable belief and conviction that what APG does for our clients is absolutely the finest opportunity or solution to their particular situation or problem without exception!

Services/Products

Through Kevin Fields' affiliation with United Planners Financial Services, Member FINRA, SIPC he offers the follow services to individuals, families, professionals and businesses: Comprehensive Financial Planning* Retirement Planning* Retirement Income Strategies* Investment Planning & Asset Allocation* Insurance Planning Tax Planning Estate Tax Reduction* Long Term Care Insurance Non-Qualified Deferred Compensation Programs* Pension & Profit Sharing Plans* Key-Person Loss Indemnification Private Pension Plans* Buy & Sell Funding Plans Executive Salary Continuation Programs Charitable Gifting Strategies* *These services may incorporate securities and advisory services, offered by Kevin Fields, a registered representative of United Planners Financial Services, a Limited Partnership. Member FINRA, SPIC. APG and United Planners are not affiliated.

Categories

Estate Planning, Probate, & Living Trusts, Estate Planning Attorneys, Financial Planners, Financial Planning Consultants, Retirement Planning Services

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Details

Phone: (614) 568-1260

Address: 5991 Chandler Ct Ste C, Westerville, OH 43082