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.
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
What You Should Do About Insurance Following a Divorce
In the face of divorce, making changes to insurance coverage may be overlooked.
A Primer on Irrevocable Life Insurance Trusts
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
Revising Estate Strategy Assumptions
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
Knowing your options when a CD matures can help you make a sound investment decision.
Healthy habits are one of the greatest gifts to give your child.
Here are six flags that may make your tax return prime for an IRS audit.
This calculator helps estimate your federal estate tax liability.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate the total cost in today's dollars of various mortgage alternatives.
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate how much of your Social Security benefit may be considered taxable.
The importance of life insurance, how it works, and how much coverage you need.
There are some key concepts to understand when investing for retirement
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A presentation about managing money: using it, saving it, and even getting credit.
How will you weather the ups and downs of the business cycle?
Here are 3 steps to take right now that may make a difference if you find yourself suddenly single.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
From the Dutch East India Company to Wall St., the stock market has a long and storied history.
Understanding the cycle of investing may help you avoid easy pitfalls.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.