Todd Oldfield

Lexington, Kentucky

Since 1987, I have worked to help client's accomplish three things...

  • Advance Their Careers,
  • Improve the Quality of Their Lifestyle, and
  • Grow Their Investment Porfolios and Estates Through Earning Better Returns and Legal Tax Avoidance.

Notes: I began my financial services career with Dean Witter Reynolds on Settlement Day for Black Monday.

I Was trained in The World Trade Center II.

I especially focus my career on assisting BABY-BOOMERS and seniors plan for retirement, Medicare, and their Long Term Care needs.

  • Work
    • Banker's Life & Casualty
  • Education
    • University of Kentucky