Michael Todd Oldfield

Financial planning is a bit complicated these days. Everyone; seniors and those under sixty-five need a guy like me to help them navigate the complexities in the marketplace. I am seasoned, experienced, and VERY knowledgeable about many financial planning topics. I can help you understand better how to plan for retirement, secure your income during retirement, and protect your legacy for your family after you are gone. So whether you are in your forties or fifties and just beginning to think about these topics, or in your sixties or seventies or beyond, I invite you to give me a call or meet with me. I will be happy to do all I can to help you.

I am licensed by the Kentucky Department of Insurance and happily appointed as an agent to MANY OF THE BEST financial service companies.

THE THINGS I DO BEST…

I listen, learn, and teach. I visit with people only to learn about their case and advise them the best I can.

I do offer ALL types of personal health and life insurance products including life insurance, health insurance, critical care, fixed and indexed annuities, and long-term and home health care coverages.

I can help you save money by reducing debt and I can help you grow your money for retirement.

Most importantly, I help people with their Medicare, “ACA” (exchange plans on Kynect.com) and even Medicaid. EVERYONE needs to make sure each year they have the coverage that will save them the most amount of money.

I HELP PEOPLE SAVE ON HEALTHCARE EXPENSE

Medicare & Medicaid

Before choosing a plan we want to be sure you know the difference between your many Medicare plan options.

Kynect & Health Insurance

We'd be happy to evaluate your current coverage and present you with side-by-side comparisons.

Insurance & Debt Relief

Protect What Matters Most! Life insurance may be one of the most important purchases you'll ever make.

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I Listen, I Learn, I Teach!

I am an independent licensed insurance agent specializing in personal service & support.
I will answer your questions and clarify the options you have.

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Local Support

I am located in Lexington, KY and offer personal, virtual, and phone consultations.

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Experienced

I am here to review your situation and find a solution for your short and long-term needs.

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Trained and Certified

I am licensed, trained, and annually certified to assist you with your insurance needs.

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No Additional Fees

I do not charge for my services as I am compensated by the carrier (insurance company) partners. It makes for a win–win situation.

My Cool Financial Ninja

2808 Palumbo Dr, #204
Lexington, KY 40509

 859-800-7774

  [email protected]