Our Services
Investments
Traditional & Roth IRAs
SEP IRA & Simple IRAs
Stocks & Bonds
Mutual Funds & Exchange-Traded Funds
Brokerage Accounts
Treasury Bills & Government Securities
Annuities
Financial Planning
Company Retirement Plans
Personal & Business Tax Planning
401(k) and 403(b) Planning
College Plans (529)
Estate Plans
Money Purchasing Plans
Profit Sharing Plans
Insurance
Disability Income Insurance
Major Medical
Life Insurance
Long-Term-Care Insurance
Medicare Supplements
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.
For more information about our firm and the services we offer call our office. We would welcome the opportunity to speak with you.
918.747.6446