Jane Bond: Infiltrating the Market Should I Invest In REITs? What Our Kids Can Teach us About Saving Money The Fed and How It Got That Way

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 Cost of Procrastination

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

The Cycle of Investing

The Cycle of Investing

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

What If You Get Audited?

What If You Get Audited?

The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.

 

Volunteering in Retirement

For many, retirement includes contributing their time and talents to an organization in need.

Planning for Special Needs Children

Planning for a special-needs child can be complicated, confusing, and even overwhelming.

Succeeding at Business Succession

There are a number of reasons for business owners to consider a business succession plan sooner rather than later.

A Primer on Dividends

A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."

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?

Weighing the Benefits of Prepaid Debit Cards

It's important to understand the pros and cons when considering a prepaid debit card.

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Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

Saving for Retirement

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

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

Estimate Your RMD

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

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

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Principles of Preserving Wealth

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

Your Cash Flow Statement

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

5 Smart Investing Principles

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

Managing Your Lifestyle

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

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Investment Strategies for Retirement

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

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Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

The New Wild West: Bitcoin

Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.

The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?

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.

Sit, Stay, Rollover: A Guide to IRA Rollovers

If you have a 401(k) with a former employer, you may want to consider an IRA rollover.

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

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