top of page

About Us

Who We Are
ozment logo with color.png

Our team of industry professionals is dedicated to helping individuals and families create and protect the assets they need to live a bright retirement future. To do this, we listen to our clients’ dreams, goals and concerns, and then match them with the very best insurance options and products available.

 

At the Ozment Agency, we believe in focusing on what matters most: our clients.

Making An Impact
ARF-logo.jpg

Our company and our team have donated time, skills and other resources to support and promote the charitable organization Animal Rescue Foundation of Tulsa (also known as “Arf”).

AdobeStock_253831168.jpeg
ozment logo with color.png

Your Guide to

Financial Freedom.

Helping you manage your finances so you can pursue your goals.

ATTEND AN EVENT

It’s not the final chapter in the book of life but rather the beginning... a second act. Join us at one of our seminars to see how we can help you with your retirement plan.

About Us
tulsa-oklahoma-usa-QAE2VLT.jpg

What We Offer

Ozment Client Tailored Blueprint.png

YOUR DREAMS MATTER

At Ozment Agency, we believe everyone should be able to live the retirement they’ve always wanted.

 

Our team of professionals can help you create a well-thought-out strategy, using a variety of insurance products and services, to help you address your financial needs and concerns.

What We Offer

Why Us?

OUR 3-STEP PLAN CUSTOM-TAILORED FOR YOU

discover-1.png
Schedule a meeting to sit down with us and discover what your ideal retirement looks like.
Evaluate-1.png
Using the Ozment Agency plan, we’ll examine your current financial situation and determine your retirement needs.
plan-1.png
Receive a custom-tailored plan to help you reach your retirement goals.
Why Us

ABOUT US

Ozment Agency is a professional financial services company providing a variety of solutions to individuals, business owners, and corporations.  

CONTACT US

EMAIL

info@OzmentAgency.com

VISIT US

ADDRESS

5540 S. 79th E. Place

Tulsa, OK 74145

PHONE 

(918) 747-0024

FAX

(918) 398-6493

© 2021 by Ozment Agency

​

​

Ozment Agency and Kinetic Investment Management, Inc. are two separate entities. Insurance products and services are offered and sold through individually licensed and appointed agents in all appropriate jurisdictions under Ozment Agency.

Investment Advisory Services are offered through Kinetic Investment Management, Inc., a registered investment adviser.

 

Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.

​

Investing involves risk, including the potential loss of principal.

No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.

​

Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

​

The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.

bottom of page