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

    Caring for Aging Parents

    Caring for Aging Parents

    As our nation ages, many Americans are turning their attention to caring for aging parents.

    Disability and Your Finances

    Disability and Your Finances

    In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.

    How Income Taxes Work

    How Income Taxes Work

    A quick look at how federal income taxes work.


    Healthcare Costs in Retirement

    Without a solid approach, health care expenses may add up quickly and potentially alter your spending.

    Money Draining Food Myths

    These food myths will really put a drain on your wallet.

    Term vs. Permanent Life Insurance

    When considering life insurance, it's important to understand your options.

    Asset Allocation

    Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.

    Split Annuity Strategy

    Here's one strategy that combines two different annuities to generate income and rebuild principal.

    Life and Death of a Twenty Dollar Bill

    How long does a $20 bill last?

    View all articles arrow

    How Compound Interest Works

    Use this calculator to better see the potential impact of compound interest on an asset.

    Comparing Investments

    This calculator compares the net gain of a taxable investment versus a tax-favored one.

    Paying Off a Credit Card

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

    My Retirement Savings

    Estimate how long your retirement savings may last using various monthly cash flow rates.

    What Is the Dividend Yield?

    This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

    Social Security Taxes

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

    View all calculators arrow

    Protecting Those Who Matter Most

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

    An Inside Look at Retirement Living

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

    Investment Strategies for Retirement

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

    5 Smart Investing Principles

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

    Tax Management Strategies

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

    Your Cash Flow Statement

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

    View all presentations arrow

    The Business Cycle

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

    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.

    Making Your Tax Bracket Work

    Have you explored all of your choices when it comes to managing your taxable income?

    Raise Your Retirement Income

    Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.

    Do You Feel Lucky?

    Recent changes in estate tax laws could affect the strategy you have in place.

    Charitable Giving: Smart from the Heart

    Do you have causes that you want to support with donations? Here are three tips.

    View all videos arrow