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Surprises Extended Care: A Patchwork of Possibilities When Special Care Is Needed: The Special Needs Trust Coaches

Tulsa, Oklahoma CPA and Wealth Management Firm.

Welcome to our website.  Thank you for allowing us the opportunity to help you find answers to your tax and financial questions.

We provide comprehensive financial planning, retirement income planning, income tax planning, tax return preparation, small business accounting, and Xero Accounting Software consulting services. 

Please take a few minutes to review each section below.  Make note of any concerns you have right now.  Then, call (918) 212-9950 to schedule a complementary meeting to discuss your concerns.  Alternatively, you may use the contact form on the right side of this page to schedule a time convenient for you.

RETIREMENT INCOME PLANNING

  • Will my money last through retirement?
  • Do I need long-term care insurance?
  • What are my retirement investment options?
  • How do I manage all my retirement plans?
  • What should I do with my employer retirement plan?
  • Since I am retiring soon, what do I need to do now?

EDUCATION PLANNING

  • How much should I save for college? When should I start planning?
  • Will I qualify for financial aid? Where do I start?
  • What are my college savings options?

LIFE EVENTS

  • How do we manage our finances after getting married?
  • What happens to my 401(k) when I change jobs?
  • What are my options if I am laid off?
  • I am getting divorced. What happens to my assets?
  • How do I help my recent college grad transition into the workforce?
  • What do I do when a loved one dies?

FINANCIAL BASICS

  • How do I keep my records safe and organized?
  • How do I do a better job budgeting?
  • How do I reduce my debt?
  • How do I teach little kids about money?
  • How do I help a young adult establish a financial strategy?
  • How do I have financial discussions with family?

ESTATE PLANNING

  • What should I know about estate planning?
  • How do I protect my estate from taxes?
  • Will my family be secure if something happens to me?
  • How do I create a legacy for my children?
  • Can I provide for my favorite charity when I am gone?
  • What will my survivors need 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.  Please take a few minutes to review the many resources available for you.

Investment services are offered by Ronald J Wilburn through his affiliation with HD Vest.

 

 





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

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