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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

Safeguard Your Digital Estate

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

Tax Deductions You Won't Believe

Tax Deductions You Won't Believe

Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.

Should You Choose a Fixed or Variable?

Should You Choose a Fixed or Variable?

When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.

 

Will Power

Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.

What Is a 1035 Exchange?

1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.

A Living Trust Primer

Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.

The Investment Risk No One’s Ever Heard Of

You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.

Is a SEP-IRA Right for Your Business?

For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.

Social Security: Maximizing Your Social Security Benefits

There are other ways to maximize Social Security benefits, in addition waiting to claim them.

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My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

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Your Cash Flow Statement

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

Principles of Preserving Wealth

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

Investment Strategies for Retirement

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

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

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An Arm and a Leg

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.

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

Making Your Tax Bracket Work

Have you explored all of your choices when it comes to managing your taxable income?

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

The Fed and How It Got That Way

A quick history of the Federal Reserve and and overview of what it does.

Should You Ever Retire?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

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