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Frequently Asked Questions
Common Questions Answered for your convenience.
What do you specialize in?
Oldfield Wealth and Insurance specializes in various financial and insurance services, including retirement planning, estate planning, life insurance, disability insurance, long-term care insurance, and more.
Do you offer customizable solutions?
Yes, Oldfield Wealth and Insurance provides tailored financial planning and insurance solutions
What is your approach to the selecting from the multitude of insurance carriers available?
Oldfield Wealth and Insurance's approach to navigating the available carriers is comprised of building strong relationships, ensuring quality service, and great value.
How involved can I be in the solution building process?
At Oldfield Wealth and Insurance, your involvement in building a proper solution is paramount. We take a hands-on approach and with your input, we work to accommodate your needs and wishes.
How do you ensure smooth execution when the time comes?
This is not just a transaction for us. At Oldfield Wealth and Insurance, we become your agent for life. When the time comes, we'll be here to answer the call.