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Helping You With Your Future is Our Focus

Review Your Retirement and Insurance Options Today!

About us

Hi! My name is Robert Norris and I have developed a strong understanding and have years of expertise in insurance, investments, and retirement planning.  


We recognize proper planning for your future can be a difficult and somewhat an overwhelming task.  We strive to provide our clients with information and assistance that will guide them into making sound and solid planning decisions.  Our goal is to be the trusted resource our clients turn to when it's time to discuss their insurance and finiancial planning needs. To help you make the right decision we take a commonsense approach – we ask questions, listen to your answers and only then recommend what would be best for you.


We proudly serve Tulsa, Ok and surrounding northeastern Oklahoma areas.  We are licensed in OK, MO, KS, AR, TX, FL, LA, AR, MN, SD 


Link to Form CRS: 

Form-CRS_RFM_10-20-20.pdf (



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The Right Plans for Your Needs.

We recognize that your needs and situation are unique. We spend the time to get to know you to make sure that you get coverage and support that fits your lifestyle. 

Medicare Supplement

A Medicare Supplement (Medigap) insurance, sold by private companies, can help pay some of the health care costs that Original Medicare doesn't cover, like copayments, coinsurance, and deductibles.


Medicare Advantage

Medicare Advantage plans are new health care options that are part of the Medicare program. Coverage may include Medicare Part D prescription drug coverage as well as hospital, doctor, skilled nursing, and other medical services.

Medicare Part D

Medicare Part D is the federal government's prescription drug program that covers both brand-name and generic prescription drugs at participating pharmacies in your area.



Individual Health Insurance

No one plans to get sick or hurt, but most people need medical care at some point. Health insurance covers these costs and protects you from very high expenses.



Dental Insurance

Proper dental care can be an important component of our well being. Dental coverage of some kind can help you ensure the health of your teeth and gums.




Term Life Insurance

Term life insurance coverage can be relatively easy to comparison shop. It simply covers you in the event that you die before the end of the term for which you are covered.



Accident Insurance

Accident Insurance can be used not only to offset the costs associated with an accident such as ambulance transportation, emergency room visits, X-rays and rehabilitative therapies, but also for ordinary daily bills.


Critical Illness

If you are diagnosed with a covered illness like Cancer, Heart Attack, Stroke or Alzheimer’s disease, Critical Illness insurance typically pays a lump sum. Additionaly, some policies may pay a monthly cash benefit.



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