Fields Leake is the Managing Director of Futurity First Group in Houston, TX. Futurity First is an independent, nationwide financial services organization committed to building lifelong client relationships, and helping individuals, growing families and seniors with their financial planning needs. Fields has been a financial advisor to active and retired individual business owners, professionals, and corporate executives for more than 29 years. In addition to other areas of specialization, Fields’ retirement planning practice focuses on the unique and often overlooked challenges of income distribution planning, taking into consideration the significant impact longevity, taxes, inflation, and market volatility have on a secure and confident retirement. Fields also has expertise in business continuity and succession planning, “tax qualified” retirement planning, individual and family wealth management services, asset “risk” management and personal insurance portfolio planning, estate planning, as well as retirement income planning. Fields has an extensive background in the financial services industry, including a graduate certificate in business succession planning from the American College in Bryn Mawr Pennsylvania. This certificate confers the professional designation of Certified Family Business Specialist (CFBS). Fields has taught many financial courses on business succession planning and estate planning to others in financial services industry seeking LUTCF designation through the National Association of Insurance and Financial Professionals. Mr. Leake markets his professional consulting and advisory services through community centered educational classes, public lectures, client referrals and by networking through other professional advisors including CPA’s, Bankers, Lawyers, and Business Valuation experts. Fields graduated from Miami University in Ohio earning a Bachelor’s of Philosophy degree. Fields and his lovely wife Rhonda are Sugar Land residents since 1995, members of Holy Cross Episcopal Church.
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