• Asset Protection Specialists
  • Wealth Management Specialists
  • Medi-Cal and Government Benefit Specialists
  • Financial Counselors
  • Long Term Care Protection Specialists

Siemens, Field and Associates, Inc. has 75 years of cumulative experience. Our Professional Advisors, Case Managers and Registered Nurse assist and counsel our clients as personal responsibilities increase and the need for actively handling of family financial matters arise.

Call Us 877.439.4471

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Siemens, Field & Associates, Inc. was formed to fill a need in the senior community for an ethical, honest approach to financial planning and related services.  We are a united team of individuals working to provide a unique service to our clients.   Each member of our team brings their own area of expertise serving the financial services and senior market place. Our mission is simple: to serve our clients and their families in a dignified professional manner with the highest level of respect for the delicate nature of the situation facing them.  We seek to walk with our clients in times of need, helping them to make informed decisions surrounding the care and financial needs of loved ones and family members.   We hope to enrich people’s lives while allowing them to make a mark and leave a legacy without the fear of losing what they worked a lifetime to accumulate. 

Siemens, Field & Associates, Inc. understands that often when clients come to us they are in a crisis situation and we are here to offer guidance and information so that they can make an informed decision on how best to move forward.   We are proud of our commitment to provide clients with the best possible advice when dealing with each unique situation.


Services

Our top priority is to work with our clients to clearly determine realistic goals for asset protection for the ill client as well as a well spouse. It is within these fact finding conversations that we work to establish an investment strategy that helps to ensure that they will not outlive ...
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About Us

Susan Siemens, President: Susan has been in the financial industry for 24 years. Her most recent experience utilized her vast knowledge to assist families in planning for their future. Susan holds her series 7, series 63 and 65 in addition to the California Insurance License as well ...
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Senior Resources

At Siemens, Field & Associates Inc. we believe you can never have too many resources to help navigate through the web of growing older. Though we offer services to help you with some of these resources, you can never be too educated. The following are important resources.
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*Due to various state regulations and registration requirements concerning the dissemination of information regarding investment products and services, we are currently required to limit access of the following pages to individuals residing in states where we are currently registered.  Investment Advisory Services offered through IAR's of Cambridge Investment Research Advisors, Inc. a Registered Investment Adviser.  Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member of FINRA/SIPC, to residents of CA.  Cambridge and Siemens, Field & Associates, Inc. are not affiliated.

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