Our Services

Investment Designers of Tulsa follows a strict process to ensure that each product we offer meets our standards of stability and strength, and we choose products that will provide you the most flexibility when developing an investment plan.  We maintain an active dialogue with our product sponsors so that they will continue to understand and respond to your planning needs.



Investment Planning



    * Asset Accumulation Strategies

    * Asset Preservation

    * Transitions from Corporate Employment to Self Employment

    * Retirement Planning

    * Family Legacy Solutions



Insurance Solutions



    * Health Insurance

    * Life Insurance

    * Business Insurance

    * Group Health Insurance

    * Disability Insurance