Fields Leake
Financial Advisor at Futurity First Wealth Management
- Role
- Managing Partner at Futurity First
- Location
- Houston, TX, US
- LinkedIn followers
- 500 followers
About Fields Leake
I work with individuals to design and execute a blueprint process evaluating their…
Experience
Managing Partner
Jan 2012 — Present · Houston, TX, US
Futurity First Insurance Group is a nationwide, independent, career agency distribution organization specializing in the financial security and retirement needs of families, seniors, small businesses and the self-employed. Launched in January 2008, our mission is to provide our customers with the professional services of a community-based career agent, a solution-based process to address their specific needs, and a choice of top-quality products from some of the leading insurance companies in the life and health insurance industry
Education
Miami University
Bachelor of Philosophy, Liberal Arts/ Political Science/Philosophy
1975 — 1979
Skills
- Investments
- Succession Planning
- Long-Term Care
- Series 63
- Strategic Planning
- Financial Planners
- Retirement
- Strategic Financial Planning
- Disability Insurance
- Term Life Insurance
- Wealth
- Small Business
- Health Insurance
- Financial Advisory
- Financial Analysis
- 401k
- Fixed Annuities
- Wealth Management
- Long Term Care Insurance
- Asset Allocation
- Mutual Funds
- Life Insurance
- Series 7
- Investment Advisory
- Iras
- Underwriting
- Financial Planning
- Whole Life
- Series 6
- Insurance
- Retirement Planning
- Employee Benefits
- Securities
- Financial Services
- Estate Planning
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