File-and-Suspend, Suspended When Special Care Is Needed: The Special Needs Trust Coaches A Fruitful Retirement: Social Security Benefit

Tulsa, Oklahoma CPA and Wealth Management Advisory Firm.

Welcome to our website.  Thank you for allowing us the opportunity to help you find answers to your tax and financial questions.

We provide comprehensive financial planning, retirement income planning, income tax planning, tax return preparation, small business accounting, and Xero Accounting Software consulting services. We are a Dave Ramsey Endorsed Local Provider for income taxes in Northeast Oklahoma.

Please take a minute to review each section below.  Check off any concerns you have right now.  Then, call me at (918) 212-9950 to schedule a complementary meeting to discuss your concerns.  Alternatively, you may use the contact form on the right side of this page to schedule a time convenient for you.

RETIREMENT INCOME PLANNING

  • Will my money last through retirement?
  • Do I need long-term care insurance?
  • What are my retirement investment options?
  • How do I manage all my retirement plans?
  • What should I do with my employer retirement plan?
  • Since I am retiring soon, what do I need to do now?

EDUCATION PLANNING

  • How much should I save for college? When should I start planning?
  • Will I qualify for financial aid? Where do I start?
  • What are my college savings options?

LIFE EVENTS

  • How do we manage our finances after getting married?
  • What happens to my 401(k) when I change jobs?
  • What are my options if I am laid off?
  • I am getting divorced. What happens to my assets?
  • How do I help my recent college grad transition into the workforce?
  • What do I do when a loved one dies?

FINANCIAL BASICS

  • How do I keep my records safe and organized?
  • How do I do a better job budgeting?
  • How do I reduce my debt?
  • How do I teach little kids about money?
  • How do I help a young adult establish a financial strategy?
  • How do I have financial discussions with family?

ESTATE PLANNING

  • What should I know about estate planning?
  • How do I protect my estate from taxes?
  • Will my family be secure if something happens to me?
  • How do I create a legacy for my children?
  • Can I provide for my favorite charity when I am gone?
  • What will my survivors need to know?


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.  Please take a few minutes to review the many resources available for 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 professionals. There are 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

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