Michael Todd Oldfield
Michael Todd Oldfield, 13 Years of Financial Service Experience.
What I Do Best
The simplest way to say it is; I listen, learn, and I advise. I do not visit anyone with any purpose other than to learn about their case and advise them the best I can. All types financial counsel offered, but centered around these core competencies;- Debt Elimination - Through YFB® I can help most people get out of debt in 9 years or less, guaranteed.
- Healthcare Expense Elimination - All personal health insurance, critical care, dental, and vision.
- Fixed Retirement Income Creation and Protection - I can help you create and secure long term income streams that you cannot out live through the use of indexed annuities. The great thing about these annuities is that they give you the ability to share in upside stock market growth but shelter you from stock market declines.
- Estate Creation & Protection - Of course I can help you create temporary and permanent estates and legacy for your heirs; and simultaneously provide you with a pool of money that you can access should you need help with facility care, or suffer a critical or cognitive impairment.
Todd Oldfield’s is an authorized representative of YourFamily Bank® of Saint Augustine, Florida and boasts more than 13 years in the financial services industry including seven years as a stock broker; mostly with Dean Witter Reynolds in the late 80’s and early 90’s. After twenty years as an executive recruiter in healthcare, he then returned as a financial adviser in 2012 and now serves more than four hundred clients in the states of Kentucky and Indiana. His practice focuses on finding conservative, guaranteed ways to save for retirement, creating income streams, and getting people out of debt; while at the same time saving as much as possible on their healthcare expense (the #1 reason American’s file bankruptcy every year). Todd is a licensed adviser in Kentucky, Indiana, and Texas and holds life, health insurance licenses and in the past has held numerous securities licenses including 6, 7, 63, 24, 25 and managed futures licenses.