Retire By Design | Tulsa Oklahoma

How awesome would it be to reduce your lifetime tax bill?

Strategies can help and that means more income and wealth for you to enjoy.

Check out the webinar!

Feeling overwhelmed and confused about Medicare choices and costs?

We can help you navigate your options.

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What a backpacking trip taught me about retirement planning

Curious?

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The Retirement Savings Dilemma from WBC on Vimeo.

Surprises are fun...when they are wrapped in birthday paper. But not when they come in the form of running out of money in retirement.

This is the moment you have been waiting for. Who knew there would be so many complicated decisions about investments, taxes, health insurance?

We are Your Guide to these answers and we use a model that provides you a lifetime distribution map.

We are just a phone call away. A phone call that can protect you from running out of money before you run out of breath.

You deserve to live the retirement you have worked a lifetime dreaming about.

Schedule an Appointment

Your Process

We create strategies that are tailored to your goals.

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Our History

We're prepared to guide you through life's transitions.

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Shared Values

We operate our business with ethics and integrity.

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Resources

Let's talk about your insurance strategies.

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Words of Wisdom

"An investment in knowledge pays the best interest."

- Benjamin Franklin

Welcome to the family!

When you work with us, you're part of the family. Our team of professionals have years of experience in insurance services. We can help you address your needs of today and for many years to come.

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Your goals are our goals.

Our entire team works together, hand in hand, always acting in your best interest, with all your goals and dreams firmly in mind.

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We go with you, wherever the road of life takes you.

We'll work with you to explore the choices you may have already heard about and determine which ones fit your individual strategy.

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