From Boats to Brokers: A History of the Stock Market Jane Bond: Scaling the Ladder Jane Bond: Decoding Diversification Jane Bond: Infiltrating the Market

Tulsa, Oklahoma CPA and Wealth Management Advisory Firm.

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 provide comprehensive financial planning, investment portfolio management, retirement planning, income tax planning, cloud-based accounting, and Xero Accounting Software. In addition, we are the Dave Ramsey Endorsed Local Provider for income taxes in Northeast Oklahoma.

Our comprehensive financial planning services are designed to help answer the basic questions that most people want to know.

  • Is it too late to start saving or investing?
  • Do I have enough to retire?
  • Will my investments last throughout my retirement?
  • How am I doing financially?
  • When and how should I start putting together a financial plan?
  • How can I lower my income taxes that I have to pay?
  • How much life insurance do I need?

    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


    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.

    Dave Ramsey fans deserve better. Dave wants his fans to be able to quickly find an accomplished professional they can trust, a pro who gives the same helpful advice his fans expect to hear from Dave.

    That’s why Dave 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 the simple process and the high-quality professionals they endorse.

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

    Helpful Content

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    Raising Healthy Children

    Healthy habits are one of the greatest gifts to give your child.

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    What's My Potential Estate Tax?

    This calculator helps estimate your federal estate tax liability.

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

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    Enter various payment options and determine how long it may take to pay off a credit card.

    Social Security Taxes

    Estimate how much of your Social Security benefit may be considered taxable.

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    Protecting Those Who Matter Most

    The importance of life insurance, how it works, and how much coverage you need.

    Keys to Investing for Retirement

    There are some key concepts to understand when investing for retirement

    Principles of Preserving Wealth

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

    Managing Your Lifestyle

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

    Long-Term-Care Protection Strategies

    The chances of needing long-term care, its cost, and strategies for covering that cost.

    Your Cash Flow Statement

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

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    The Business Cycle

    How will you weather the ups and downs of the business cycle?

    Suddenly Single: 3 Steps to Take Now

    Here are 3 steps to take right now that may make a difference if you find yourself suddenly single.

    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.

    From Boats to Brokers: A History of the Stock Market

    From the Dutch East India Company to Wall St., the stock market has a long and storied history.

    The Cycle of Investing

    Understanding the cycle of investing may help you avoid easy pitfalls.

    Retiring the 4% Rule

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