Oakfield partners with independent P&C agencies, CPAs, and other financial services professionals across the country whose clients trust them. One introduction. Then Oakfield handles everything from there.
A Firm Partner has trusted client relationships — built over years of handling their insurance, their tax returns, whatever their specialty is. When one of those clients has money that needs safe-money planning — a CD earning nothing, a 401(k) rollover, business cash, retirement income — the Firm Partner introduces them to Oakfield.
From that point forward, Oakfield handles everything. The consultation, the plan, the product placement, the paperwork, the compliance, the ongoing service. The Firm Partner stays informed (with client permission) so nothing conflicts across your professional relationships — but the actual work of managing the safe-money side is off their plate entirely.
Your clients already trust you with one part of their financial life. Now you have a specialist to hand them to for the money side — without sending them to a stranger or a wirehouse.
Clients with more services from the same trusted relationship stay longer. Adding safe-money planning deepens the relationship and reduces churn on the core business.
No new staff, no new licensing, no products to learn, no ongoing service work. Introduce a client, Oakfield takes it from there. That's the whole job.
Firm Partners keep their agency, book, brand, and other relationships. No equity change. No non-compete. No exclusivity.
Additional Firm Partner agencies onboarding through 2027.
