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 Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.
What Is an Annuity?
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
Caring for Aging Parents
As our nation ages, many Americans are turning their attention to caring for aging parents.
China owns a portion of the total outstanding debt of the U.S. Government. What does it mean?
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
For some, the social impact of investing is just as important as the return, perhaps more important.
Bonds may outperform stocks one year only to have stocks rebound the next.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator can help you estimate how much you should be saving for college.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
There are some key concepts to understand when investing for retirement
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
Investment tools and strategies that can enable you to pursue your retirement goals.
Women are great at multi-tasking. But many drop the ball when preparing for retirement.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invest instead?
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Recent changes in estate tax laws could affect the strategy you have in place.
There are things you can do to keep yourself safe when you lose your wallet.