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<span>Mike&#8217;s legacy</span>

Mike’s legacy

CRS is a 28-year strong financial planning firm, founded by Mike Fields, CFP®. Mike had a deep passion for the financial planning world, both from a client services side and a team mentor side. He was passionate about educating everyone on how to be the best advocate for their financial future. Mike approached planning from a holistic perspective, which is why he also opened a tax firm, CRS Tax Solutions, in 2016 and became an Enrolled Agent (EA) with the IRS. Sadly, on December 25, 2021, we lost Mike to pneumonia. He was adored as an advisor, colleague, friend, spouse, and father. To learn more about Mike and his life journey, you can read his obituary here. Mike cared deeply for his clients and treasured their trust and confidence.

<span>Looking forward</span>

Looking forward

To continue Mike’s legacy, CRS is looking to the trusted team at Prosperity Advisors to deliver the same high quality financial planning.  Prosperity Advisors has a deep bench of credentialed advisors who are CERTIFIED FINANCIAL PLANNER™ professionals, all of whom are equally committed to the success of CRS clients. Like Mike, they put a high value on knowing each client personally and developing a trusted relationship. They are focused on helping each client define their personal financial goals and developing a plan that leads them confidently into the future. Prosperity incorporates all elements of financial planning including retirement planning, tax planning, estate planning, insurance, college planning, and investments. In addition, we have advisors with practice specialties that include small business, medical/dental practices, military/veterans, and divorce.

Prosperity also has a credentialed and experienced investment team, led by Brett Jergens, CFA, CFP®, CPA. The team actively monitors and manages client investment portfolios, incorporating extensive market, economic and investment research, in order to create portfolio growth while managing for downside risk. Our portfolios often have a four-cornered approach of index funds, focused mutual funds, ETFs and individual stocks. We also have stock only portfolios for clients whose portfolios are large enough to be well-diversified through individual stocks.   

The Prosperity Carmel team is looking forward to growing the Carmel practice and helping the team and clients thrive.  Our advisors are committed to being available to meet locally with clients, as well as via remote meetings and conference calls.  It is our mission to continue the legacy that Mike started to help each client achieve financial confidence and success.  Thank you for your trust and willingness to continue the journey with us.