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
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
What Smart Investors Know
Smart investors take the time to separate emotion from fact.
Choosing a Retirement Plan that Fits Your Business
To choose a plan, it’s important to ask yourself four key questions.
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
China owns a portion of the total outstanding debt of the U.S. Government. What does it mean?
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
Estimate your monthly and annual income from various IRA types.
Assess how many days you'll work to pay your federal tax liability.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator can help determine whether it makes sense to refinance your mortgage.
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some key concepts to understand when investing for retirement
Learn more about taxes, tax-favored investing, and tax strategies.
Principles that can help create a portfolio designed to pursue investment goals.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
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.
Three things to consider before dipping into retirement savings to pay for college.
Tulips were the first, but won’t be the last. What forms a “bubble” and what causes them to burst?
There’s an alarming difference between perception and reality for current and future retirees.
Agent Jane Bond is on the case, covering how bond laddering works.