Michael Fields
Financial Professional
Michael Fields is a dedicated Financial Professional at American Heritage Financial, where he proudly serves the Atlanta Metro area. With a robust 14 years in the financial industry, Michael brings a wealth of experience and knowledge to his role.
His current areas of focus include educating families and the worksite market, providing them with valuable information they might not find elsewhere. Michael’s commitment to knowledge-sharing stems from his belief that empowering clients with financial education can be truly life-changing.
Throughout his career, Michael has achieved remarkable milestones, including recognition as Agent of the Month, recipient of the prestigious Life Leader Award, and earning the title of Agent of the Year. His track record also includes Rookie Agent of the Year, Founders Award Winner, and Writer’s Award Winner.
Michael holds a variety of licenses, including Life, Health, and Accident. He is a proud alumnus of Central Methodist University, where he earned his degree in Communications.
Outside of his professional life, Michael is a sports fanatic and a skilled chef. He also devotes his time to coaching youth football and basketball, where he instills important values in the next generation.
Michael is passionate about making a positive difference in the lives of his clients. He believes that being well-informed is the key to financial success and provides personalized financial solutions that help individuals and families achieve their goals.
For professional financial guidance and a personalized approach to financial services, contact Michael Fields at (678) 619-9894 or email him at MichaelFields@AHFplanners.com.
AHF Wheel of Services
Wills / Trust Reviews
Leaving a legacy requires discipline and preparation. We can work with you to develop a tax-efficient plan that helps provide for the people and passions you care about the most.
Tax Strategies
While most tax preparers focus solely on the current year’s taxes, we plan for the future and highlight long-term strategies (after-tax, Roth and pre-tax) that fit your situation. While we don’t give specific tax guidance or prepare taxes, we often work directly with your tax professional to identify ideas that could make a meaningful impact now and in the future.
Investments
Once you reach life’s distribution phase — those long-awaited retirement years — it’s imperative to identify investments and strategies that align with your goals, risk tolerance and income needs. We can walk you through options to help ensure you never need to worry about running out of money.
Social Security
The question isn’t when can you begin taking your Social Security benefit (between 62 and 70); it’s when should you. We will detail many factors and considerations that go into Social Security optimization and help you determine ways to potentially increase your lifetime benefits.
Medicare
Let’s face it, Medicare can be confusing. But it doesn’t need to be. We can answer your questions and cut through the noise, making sure you have suitable medical and prescription drug coverage and clearly explaining options for covering the 20% of medical expenses that Medicare doesn’t cover.
401k / Pension
Understanding how your retirement program works is the first step toward reaching your goals. We can help you evaluate pension settlement options, make wise investment choices related to 401(k) or 403(b) plans and explain how your wealth is growing so you can have confidence your future is secure.
Workplace Benefits/Business Owner Solutions
If you’re a business owner struggling to recruit or retain key employees and provide attractive benefits, or if you’re contemplating a business transition, we can work with you to build a strong incentive plan and increase value. We create innovative solutions to help protect your business, your employees
and your lifestyle.
Long-Term Care Options
Preservation. That’s what long-term care is all about — shielding you and those you cherish from the unknown. We can assist in devising a long-term care strategy to give you confidence that, no matter what the future holds, your loved ones will be taken care of and your assets will remain intact.
Insurance Programs
The features of insurance policies can vary widely, meaning it’s essential to understand what your policy covers, who your named beneficiaries are, what limits you have and what triggers a loss. We can help you analyze and (if needed) adjust your plans to help eliminate surprises and ensure your needs are covered both now and in the future.
If You’re Ready to Have a Conversation, We’re Ready to Help
Contact us today to learn how we have helped hundreds of individuals and families find the financial independence they sought by delivering services and products tailored to their distinct needs, goals and circumstances.