How to Retire Early Keeping Up with the Joneses Busting the Bubble Inflation and Your Portfolio

Tulsa CPA and Wealth Management Advisor

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


 

 

We are Dave Ramsey's Endorsed Local Provider for tax planning and tax return preparation services in Tulsa, Oklahoma and the surrounding areas.

 

ELPs earn Dave's endorsement—they can't buy it

Being an ELP isn’t easy; it’s hard work because ELPs are held to a higher standard of excellence. While ELPs do pay a fee to cover website maintenance and employment costs, Dave’s endorsement is not bought—it’s earned. We have a 45-person team that interviews potential ELPs several times and provides support to make sure your ELP provides the advice Dave would give. We also make sure that every ELP is someone you feel comfortable talking to and is a person you can trust.

On top of that, we evaluate the performance of all ELPs every month to make sure we recommend you to the best agent possible. Also, every person who uses an ELP has a chance to grade them based on their personal experience through surveys we provide.

 

ELPs give great customer service and are easy to understand

We make sure each of our ELPs truly has the heart of a teacher, so you can trust your ELP to provide top-notch customer service. No one likes to be talked down or made to feel as if they don't matter. Our ELPs take pride in the fact that they treat each Dave fan like a friend.

The ELP program is designed to help you make money and save money

It's simple! If this program didn’t benefit you, we wouldn’t do it.

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

 

Helpful Content

When Should You Take Social Security

When Should You Take Social Security

Monthly Social Security payments differ substantially depending on when you start receiving benefits.

Perception vs. Reality

Perception vs. Reality

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

The Power of Compound Interest

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

 

When Should You Take Social Security

Monthly Social Security payments differ substantially depending on when you start receiving benefits.

Social Security: Maximizing Your Social Security Benefits

There are other ways to maximize Social Security benefits, in addition waiting to claim them.

The Economic Journey of Your Morning Coffee

Few contemplate the complex journey that brought their coffee from farm to kitchen table.

The Cost of Procrastination

Don't let procrastination keep you from pursuing your financial dreams and goals.

Choosing a Retirement Plan that Fits Your Business

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

A Living Trust Primer

Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.

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Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

Tax Freedom Day

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

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

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An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Tax Management Strategies

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

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

5 Smart Investing Principles

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

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A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

How to Retire Early

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.

The Richest Man in Babylon

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

Emerging Market Opportunities

What are your options for investing in emerging markets?

Should You Ever Retire?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

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