Client Education

"Success is determined by preparing for the future proactively. Hoping for the best is not a strategy."

- Joel Field, Founder

2019 Blog Posts

2018 Blog Posts

2017 Blog Posts

2016 Blog Posts

2015 Blog Posts

Our 2019 Blog Posts

10 Year Anniversary

May 2019

It is with great pleasure that Field Financial Strategies announces a milestone – our 10th anniversary! 

I, and my entire team, would like to express our gratitude and appreciation to you for your trust and support over the past 10 years.

During this time, we have had the honor of working to fulfil our guiding mission: to empower our clients to live their lives to the fullest, and to confidently pursue their goals, worry-free about finances.

It has been an incredible journey.  Starting out as a one-man operation in 2009, Field Financial Strategies has grown to include offices in two states, clients all over the country, the support of a dedicated staff, and a cadre of professional experts from The Nautilus Group.  We hope for many more years working with wonderful clients like you, and look forward to all the great things to come!

Again, I’d like to express a sincere “Thank You” for your support and your business over the past 10 years!  I like to say that great people connect great people.  If you see value in the work we have done for you, please keep us in mind and pass along my contact information to those you think may benefit.  After all, referrals are the cornerstone around which my practice has grown and, truly, are the highest compliment you can give me.  Thank you, again, for your trust, encouragement, and business over the years.  I look forward to meeting more great people like you and to work with you successfully for many more years to come!

Third Community Impact Grant

April 2019

On Sunday, April 14th, Joel was honored to present The Family Center with a $20,000 check representing the third Community Impact Grant New York Life has awarded to The Family Center in four years.  This grant supports The Family Center’s Brooklyn ACTS program, Action for Child and Teen Success, which supports children impacted by trauma with counseling and other supportive services.  Thanks to services made possible by this Community Impact Grant, 75% of children and teens receiving psychological and psychiatric counseling in Brooklyn ACTS experience a reduction of PTSD symptoms.

From Left to right: Board Chair Joel Feel gives a thumb’s up, Board Member Adam Mintz, Consumer Advisory Committee Member Carolynne Perine-Lee, Board Member Richard Osterweil, Executive Director Ivy Gamble Cobb, and Board Member Vikram Shamkar. Carolynne’s children Jabari and Samari also happily joined in accepting the Community Impact Grant check for the Family Center

The Nautilus Group Membership

March 2019

Joel M. Field III, CFP®, CLU®, LUTCF® has been selected for membership in The Nautilus Group®, a service of New York Life Insurance Company. The Nautilus Group is a planning resource organization comprised of professionals experienced in taxes, law, life insurance, accounting, business solutions, and charitable giving.

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Our 2018 Blog Posts

The Family Center

December 2018

Newly-elected Chairman of the Board of Directors of The Family Center, Joel Field (center), pictured with Ivy Gamble Cobb (left) and Aileen Parker (right).

Joel is a long-time champion of the work The Family Center does to strengthen families affected by crisis, illness or loss, to create a more secure present and future for their children. Joel joined the Board of Directors of The Family Center in 2014 and since that time, has secured numerous corporate and foundation grants to support programs of The Family Center.  He served as Vice Chairman of the Board from 2016 – 2018. And, in November 2018, he was elected as Chairman of the Board. Joel is excited to continue serving this important and worthwhile organization in his new role as Chairman!

Community Impact Grant

August 2018

In August 2018, Joel Field was recognized once again for his philanthropic leadership in the community! The New York Life Foundation awarded Joel a $20,000 Community Impact Grant to benefit The Family Center. Joel is a dedicated champion of The Family Center and he serves as Vice Chairman of the Board for this organization which works to help families in New York who are struggling with family crisis or loss.

In funding this program, we are ensuring that children and families, who have been exposed to trauma, receive specialized trauma-informed services including: psychological and psychiatric screenings for PTSD for all family members, TF-CBT or SPARCS for children and teens, RPC for parents or caregivers, case management to ensure these families access all benefits to which they are entitled, medication management for those family members requiring psychiatric treatment, and care management to coordinate health care services for children with complex trauma.

As a result of Brooklyn ACTS, The Family Center expects that 75% of enrolled children and their families will achieve at least 3 of the following outcomes: (1) Increased understanding of the impact of trauma and common childhood reactions; (2) Increased mastery of parenting skills to optimize children’s emotional and behavioral adjustment; (3) Increased stress management skills; (4) Increased ability of children and parents to identify and cope with a range of emotions; and (5) Reduced avoidance that interferes with daily functioning (i.e. of trauma reminders).

Additionally, through community training and education conducted by the Brooklyn ACTS staff, community members and staff of local child-serving systems (including schools, child welfare, and juvenile justice) will be able to recognize and respond to the signs and symptoms of trauma and emotional distress. Through a rigorous evaluation, The Family Center will determine the efficacy and impact of  the Brooklyn ACTS model, will disseminate findings and will use evaluation and cost data to contribute to the ongoing NYS discussion on how best to strengthen the mental health safety net for at-risk children and adolescents.

Growth and Success Recognization

July 2018

As one of the leaders in his professional network, Joel has been recognized repeatedly over the years for his practice's growth and success. This is the second year in a row that Joel has earned the distinction of qualifying for Chairman’s Council, recognizing him as one of the top professionals in his field. Joel was most recently ranked among the top 200 advisers out of his national network of over 13,500 Advisers and Agents for the 2017-2018 Council year. Congratulations, Joel!

Council is an annual company recognition program based on agent production from July 1- June 30.

Book Contribution

April 2018

Ankney, Jonathan. Freedom to Serve. Sunnyside, NY. Small Business CFO, Inc. dba Tower Ministry Finance, 2017

The Family Center Grant

April 2018

As Co-Chair of the Board for The Family Center, Joel Field’s membership in the Million Dollar Round Table (MDRT), a global association of financial professionals, enabled The Family Center to obtain a $2,500 grant on April 15, 2018. In an extremely competitive Grant cycle, The Family Center was selected from nonprofit applicants all over the world by The MDRT Foundation to receive this grant reward to support caregiver families. Joel is very proud of his friends and contacts who have rallied to support The Family Center’s children who are being raised by non-parent caregivers.

Joel accepting MDRT grant check

Volunteers For Good Award

March 2018

Our 2017 Blog Posts

NYL Pride LGBT Panelist

June 2017

Joel was a featured panelist at the New York Life corporate office to discuss the LGBT market and how it has impacted Joel’s business as a kick off to Gay Pride week in New York City. Joel was joined by Mark Madgett, head of New York Life Agency Department and Angela Daniels, head of the LGBT target market in New York. This was broadcast around the country and available to all 30,000 New York Life operations center employees, and agents. Great job Joel!

Chairman’s Council

June 2017

In June, Joel qualified for New York Life’s 2017 Chairman’s Council. Members of the elite Chairman’s Council rank in the top three percent of the approximately 14,000 agents and advisers affiliated with New York Life. Congratulations, Joel, on this momentous achievement!

Council is an annual company recognition program based on agent production from July 1- June 30.

Run For Charity

April 2017

Joel Participated in the 2017 JFK Runway Run to raise support for The Family Center on Sunday April 9th, 2017. The JFK Runway Run is a 5k run in which participants may raise money to support charities of their choice. Joel, along with the other individuals running for The Family Center, were successful in raising over $24,000 to support the Center’s services to children and families living in poverty and facing illness and crises.

Our 2016 Blog Posts

Grant Award

December 2016

Due to Joel Field's advocacy and commitment to the organization, The Family Center received a $15,000 Grant from New York Life.

Vice Chairmanship

December 2016

Joel has been selected to serve as the Vice-Chairman of the Board of Directors for The Family Center.

President's Council Qualification

July 2016

Prior to the beginning of July, Joel qualified for New York Life’s President’s Council. President's Council is an achievement reserved by New York Life for top agents and advisers around the country. This is Joel’s second consecutive year qualifying for President’s Council (2015-2016).

Council is an annual company recognition program based on agent production from July 1- June 30.

Grant Award

March 2016

Joel Field, qualifying member MDRT 2013-2016, was instrumental in The Family Center receiving the award to continue its work serving disadvantaged children in crisis situations. The Million Dollar Round Table, which is recognized as the "premier association of financial professionals," has awarded a $1,000 grant to The Family Center through its Million Dollar Round Table Foundation.

To learn more, please visit www.thefamilycenter.org. Use the search feature in the upper right-hand corner of the home page to search for "New York Life Community Impact Grant" and "Million Dollar Round Table" to find out more information on these amazing resources that Joel has brought to The Family Center, Inc., a NYC nonprofit where he serves on the Board of Directors.

Grant Award

February 2016

Due to Joel Field's advocacy and commitment to the organization, The Family Center received a $20,000 Grant from New York Life.

To learn more, please visit www.thefamilycenter.org. Use the search feature in the upper right-hand corner of the home page to search for "New York Life Community Impact Grant" and "Million Dollar Round Table" to find out more information on these amazing resources that Joel has brought to The Family Center, Inc., a NYC nonprofit where he serves on the Board of Directors.

Our 2015 Blog Posts

Agents Advisory Council

October 2015

Joel was elected to Agents Advisory Council to represent more than 12,000 agents around the country to New York Life’s executive management team. Joel will be serving on the Advisory Council in 2016.

SiriusXM Guest Speaker

Fall 2015

Joel was a Featured Guest speaker on SiriusXM’s Focus Group broadcast propram. Use the audio player below to listen to the broadcast.

Grant Award

July 2015

Joel was instrumental in The Family Center receiving a Community Impact Grant for $20,000 to support our pediatric mental health clinic enrolling young clients who will also receive developmental assessments and interventions.

Featured New York Life Agent: Joel Field

2010-2015

Joel was featured as an agent with New York Life Insurance Company on their website and their main landing page.

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