UPAL - Utica Physicians Association, Ltd.

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UPAL - Utica Physicians Association, Ltd. UPAL has a long history of providing financial services to health care professionals, but UPAL's offerings are not limited to the healthcare industry.

UPAL was founded in 1985 by five Tulsa physicians. The forethought and vision of these physicians manifested itself in the form of a business cooperative which would collectively develop programs and services to drive down business overhead and personal costs. Today, the Association has nearly 800 healthcare professional members in 18 states and provides a myriad of benefits such as:

*Financial services (including retirement plans, investment management, estate planning, wealth management, banking and IRA services);

*Group purchasing solutions (including insurance products, office supplies, accounting services, med‐surg supplies, office equipment and more).

As complex as the details of taxes can be, the income tax process is fairly straightforward.
10/21/2026

As complex as the details of taxes can be, the income tax process is fairly straightforward.

A quick look at how federal income taxes work.

Benefit. Premium. Policyholder. Learn the language before evaluating your options.
10/20/2026

Benefit. Premium. Policyholder. Learn the language before evaluating your options.

Term insurance is the simplest form of life insurance. Here's how it works.

The roof protects your home against nature’s risks. Is your personal wealth protected against life's risks?
10/19/2026

The roof protects your home against nature’s risks. Is your personal wealth protected against life's risks?

Building wealth requires protection from the forces of wealth destruction.

What would happen to your loved ones if you were gone? Make financial preparations today.
10/17/2026

What would happen to your loved ones if you were gone? Make financial preparations today.

Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.

Bedtime Story: U.S. Federal Tax Code. How many pages have you read?
10/16/2026

Bedtime Story: U.S. Federal Tax Code. How many pages have you read?

An inside look at how marginal income tax brackets work.

Attention Estate Executors: Do you know about the Alternate Valuation Date?
10/15/2026

Attention Estate Executors: Do you know about the Alternate Valuation Date?

Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."

Do you need umbrella insurance? Find out more.
10/14/2026

Do you need umbrella insurance? Find out more.

Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.

Valuation is important for business succession, estate taxes and even qualifying for a loan.
10/13/2026

Valuation is important for business succession, estate taxes and even qualifying for a loan.

Ascertaining the value of your business is important for a variety of reasons.

Think you’re saving money by not having health insurance? Think again. Medical debt can be a major cause of financial wo...
10/12/2026

Think you’re saving money by not having health insurance? Think again. Medical debt can be a major cause of financial woes. Read more now.

Learn about the risks of not having health insurance in this informative article.

"Old age is like everything else. To make a success of it, you've got to start young,” observed Teddy Roosevelt.
10/10/2026

"Old age is like everything else. To make a success of it, you've got to start young,” observed Teddy Roosevelt.

You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.

Address

6840 S Trenton Avenue
Tulsa, OK
74136

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

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