Protect Your Family, Income, and Legacy with a Real Plan.
Oldfield Wealth & Insurance helps couples in their 40s, 50s, and 60s eliminate guesswork around life insurance and retirement income — so you can stop worrying about “what if” and start living the life you’ve worked for.
• Coordinate life insurance, retirement income, and final expense into one clear plan
• Protect your spouse and kids from debt, taxes, and market downturns
• Work with an independent, veteran-owned agency — not a call center
NO-COST INCOME & RISK REVIEW
Who We Serve
We proudly serve individuals, couples, families, business owners, professionals, pre-retirees, retirees, and anyone looking to protect what matters most. If you care about building, preserving, or passing on wealth — you’re in the right place.
Individuals & Young Professionals
Start building your foundation with life insurance, income protection, and smart early planning.
Couples & Growing Families
Protection for children, mortgages, education, and long‑term financial security.
Homeowners & Business Owners
Shield your assets, cash flow, and legacy from unexpected challenges.
Pre-Retirees (40s-60s)
Turn decades of work into a structured, predictable retirement income strategy.
Retirees
Protect savings from market loss and ensure income lasts as long as you do.
Seniors & Final Expense Insurance
Affordable, no-stress coverage to remove the burden from loved ones.
How We Help
We bring together life insurance and retirement income strategies into one integrated plan — so every dollar has a job and every risk has a back-up plan.
Life Insurance Planning
Term, whole life, and universal life structured around your income, debts, and legacy goals.
Retirement Income & Annuities
Create your own “private pension” with strategies that turn savings into lifetime income.
Final Expense & Mortgage Protection
Ensure your family isn’t stuck with funeral costs, medical bills, or a mortgage they can’t afford.
Long-Term Care & Chronic Illness Planning
Protect retirement assets from the high cost of care using hybrid life/LTC and riders where appropriate.
Income Protection (Disability)
Help keep the plan on track if an illness or injury stops you from working in your prime earning years.
Our 3-Step Process
15-Minute Fit Call
We learn about your family, your goals, and what you’ve already put in place. No product talk, just context.
Custom Protection & Income Blueprint
We map out coverage, income streams, and “what if” scenarios — life insurance, annuities, and other tools working together.
Implement on Your Terms
If it makes sense, we help you put the plan in place step-by-step. If not, you keep the clarity and blueprint.
About Oldfield Wealth & Insurance Agency
Founded by U.S. Navy veteran Christopher Oldfield, Oldfield Wealth & Insurance exists to make sure families don’t learn about financial gaps in the middle of a crisis.
We’ve seen what happens when there’s no life insurance, no retirement income strategy, and no plan for long-term care. Our mission is to help you avoid those situations with honest conversations, clear numbers, and solutions you can actually understand.
As an independent broker, we’re not tied to one carrier. We shop multiple top-rated companies to find the right fit for your stage of life, health, and budget.
About Oldfield Wealth & Insurance Agency
Whether you’re starting from scratch or fine-tuning an existing plan, we’ll help you see where you stand and what’s possible.
Phone: (862) 832-8642
Email: [email protected]