Carson Fields, Cfp® Email & Phone Number

When I was in the 6th grade, my brother was taking an economics class where they were participating in a stock market competition. I thought it sounded interesting, and created my own profile to participate alongside. This, combined with education from my father over the years following, sparked an interest in personal finance that has never gone away. Now, I am now living my dream of being able to help individual, families, and small business owners make smart financial decisions through investment management, retirement planning, tax planning, estate/legacy planning, charitable giving, and more.I currently serve as a financial planner and operations manager at ForthRight Wealth Management. I take pride in building out efficient processes for our firm while doing the same for my clients and their finances. I believe in the ‘confuse and you lose’ principle. Consequently, I strive to simplify complex financial concepts for effective communication. Over my tenure as a financial planner, I've encountered unique strategies, such as leveraging life insurance for retirement, extended annuities spanning over 12 years, and investments in illiquid real estate trusts. My commitment is to ensure simplicity and accessibility for my clients, emphasizing that understanding and knowledge is paramount in successful investing. In essence, I find simplicity tends to lead to better financial outcomes. I will answer your calls/emails, meet with you regularly, and educate you in as much detail as you would like on anything we do!See our Disclosures Here: https://www.forthrightwealthmanagement.com/-/media/c5890f3450314a55bdc70088a18f7260.ashx