SeeBITDAOklahoma

Retirement Saving Solutions

  • 6218 S Lewis Ave Ste 108, Tulsa, OK
  • Since 2022
  • NAICS 5242
Estimated valueLow confidence
$1.1M
$415Klikely range$1.7M
About 3.6× its yearly EBITDA, typical for a company this size in its industry.
Revenue
$815K
a year
EBITDA
$314K
38% of revenue
Employees
—
not reported
Leadership
Owner not found yet
We haven't found the owner in public records

How we got $1.1M

Based on typical figures for its industry (2022 Economic Census), not its own records.

A typical insurance agencies business in Oklahoma$815K
Revenue$815K
× 38% EBITDA margin$314K
× 3.6 sale multiple = value$1.1M

Own this business? Correct these figures

What we know

No PPP loan
No 401(k) filing
No reported financials
Company website
Owner not found

What they do

Retirement Saving Solutions is a Medicare consultation business run by licensed insurance agents who help clients over 60 with Medicare and retirement decisions.

Products & services
Stand-alone Medicare Prescription Drug Plans (Part D)Medicare Advantage Plans (Part C) and Cost PlansDental/Vision/Hearing ProductsHospital Indemnity ProductsMedicare Supplement (Medigap) Productspermanent life insurancesafe money options for retirement money
Markets served
people 65 and olderclients over 60 years old
Certifications
National Producer Number: 8472547Licensed Agent

From the company's website. Industry: Insurance agencies.

Compared with similar businesses nearby

BusinessEst. revenueEst. EBITDADistance
Retirement Saving Solutions
this business
$815K$314K—
Carradini Health
Tulsa
$815K$314K0.0 mi
Custard Insurance Adjusters
Tulsa
$815K$314K0.1 mi
Lasting Integrity Final Expense
Tulsa
$815K$314K0.1 mi
Carlos Neal - 6506 S Lewis Ave
Tulsa
$815K$314K0.1 mi
Roxi Smith - Farmers Insurance Agent of Oklahoma
Tulsa
$1.6M$535K0.2 mi
PROFESSIONAL BENEFIT ADMINISTRATORS WEST, LLC
Tulsa · 21 employees
$10.9M$2.6M0.3 mi

Ranges & sources

This business has no PPP loan on record, so there is no business-specific data. The figures are the typical estimated revenue of Agencies, brokerages, and other insurance related activities businesses in our Oklahoma data: the middle value, with the range covering the middle half of those businesses. EBITDA applies the industry margin (38%). Treat these as a rough guide.

Revenue range$374K – $1.0M
EBITDA range$144K – $392K
Industry (NAICS)Agencies, brokerages, and other insurance related activities (5242)
Value range$415K – $1.7M

EBITDA margin: from IRS tax returns of S corporations in this industry (2019–2022), adjusted for company size: smaller companies typically run higher margins. EBITDA here is after owners' salaries.

Benchmarks: US Economic Census 2022, OK. These are statistical estimates, not reported financials. Listing details come from Overture Maps open data. Full methodology

Public records

Matched to this business by name and address from public government data; a match can occasionally be wrong.

About Retirement Saving Solutions

Retirement Saving Solutions is an insurance agencies company in Tulsa, Oklahoma, in business since 2022. Its estimated annual revenue is about $815K, with roughly $314K of EBITDA. Its estimated business value is $1.1M (likely range $415K–$1.7M).

Common questions

Who owns Retirement Saving Solutions?
The owner of Retirement Saving Solutions isn't in public records we've found yet. If you own or run the business, you can add or correct its details on SeeBITDA.
How much revenue does Retirement Saving Solutions make?
SeeBITDA estimates Retirement Saving Solutions's annual revenue at about $815K (likely between $374K and $1.0M), based on public records such as its PPP loan and retirement-plan filings, brought up to 2026.
What is Retirement Saving Solutions worth?
About $1.1M, roughly 3.6× its estimated EBITDA of $314K, typical for a insurance agencies company its size. Likely range: $415K–$1.7M.
When was Retirement Saving Solutions founded?
Retirement Saving Solutions has been in business since 2022.