Jane Bond: Scaling the Ladder Jane Bond: Decoding Diversification Jane Bond: Infiltrating the Market Should I Invest In REITs?

Tulsa CPA - Wealth Management Advisor - Dave Ramsey ELP

Welcome to our website.  We are glad you found us and we thank you for allowing us this opportunity to help you find solutions to your financial needs.

We’re a Tulsa, Oklahoma CPA and financial services firm offering friendly, proactive, and professional service at reasonable rates.

Our offices are conveniently located in mid-town Tulsa in the Fountain Plaza Office Complex at 48th & Sheridan Road.

Our website contains many articles and videos on various financial topics, including planning for retirement, income taxes, risk management, and investments.  We hope that you find the income tax and financial services information that you need on our website. If you have questions about any of the information provided, or something more specific to your particular situation, please call (918) 212-9950.  We're here to help you.

Investment services are offered by Ronald J Wilburn through his affiliation with HD Vest.



Tulsa Dave Ramsey ELP



Every day, thousands of Americans turn to us to find professionals they can trust. Why choose a Tulsa Dave Ramsey ELP?

In our modern world, it's become increasingly complicated to find trustworthy and competent investment professionals, realtors, insurance agents or tax services. There are too many lazy businesses and too many unfulfilled promises.

We decided that Dave Ramsey fans deserved better. We wanted his fans to be able to quickly find an accomplished professional they can trust—a pro who gives the same helpful advice our fans expect to hear from Dave. That’s why we created the Endorsed Local Providers (ELP) program—a network of endorsed professionals who are held accountable by members of Dave’s team and customer reviews.

What started as a service for one city has now grown to help millions of people across the nation. People love our simple process and the high-quality professionals we endorse.

Dave’s audience depends on us to provide reliable, trustworthy professionals who provide exceptional customer service. It’s a responsibility we take seriously every day.

We are a Tulsa Dave Ramsey ELP. Call us at 918-212-9950 to see how excited we are to help you!




Tulsa CPA and Financial Services Firm Serving Tulsa, Broken Arrow, Bixby, Jenks, Owasso, Sperry, Skiatook, Collinsville, Claremore, Verdigris, Catoosa, Glenpool, Muskogee, Sand Springs, Sapulpa, Oklahoma


Helpful Content

The Richest Man in Babylon

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

What Smart Investors Know

What Smart Investors Know

Smart investors take the time to separate emotion from fact.

Choosing a Retirement Plan that Fits Your Business

Choosing a Retirement Plan that Fits Your Business

To choose a plan, it’s important to ask yourself four key questions.


Global vs. International: What’s The Difference?

International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.

The New Red Scare: Chinese Ownership of U.S. Debt

China owns a portion of the total outstanding debt of the U.S. Government. What does it mean?

Should You Borrow from Your 401(k)?

Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?

Important Birthdays Over 50

Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.

Are Women and Financial Strategies a Mismatch?

Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.

The Ivory Tower Changes Wall Street

Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.

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Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

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Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

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An Arm and a Leg

A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.

The Rule of 72

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.

Should You Tap Retirement Savings to Fund College?

Three things to consider before dipping into retirement savings to pay for college.

Bursting the Bubble

Tulips were the first, but won’t be the last. What forms a “bubble” and what causes them to burst?

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

Jane Bond: Scaling the Ladder

Agent Jane Bond is on the case, covering how bond laddering works.

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