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Tulsa CPA and Wealth Management Advisor, Dave Ramsey Endorsed Local Provider for Tax

I help you create & maintain a high-quality retirement plan by providing a superior level of plan service & ongoing education for your participants.

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CONTACTS AT TULSA-CPA.COM

Wilburn Financial Services

Ronald Wilburn

2306●●●●51st

Bi●●by , Oklahoma, 74008

United States

918●●●212
ro●●●●●●●●●●●●@yahoo.com

View this contact

Wilburn Financial Services

Ronald Wilburn

2306●●●●51st

Bi●●by , Oklahoma, 74008

United States

918●●●212
ro●●●●●●●●●●●●@yahoo.com

View this contact

Wilburn Financial Services

Ronald Wilburn

2306●●●●51st

Bi●●by , Oklahoma, 74008

United States

918●●●212
ro●●●●●●●●●●●●@yahoo.com

View this contact

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Tulsa CPA and Wealth Management Advisor, Dave Ramsey Endorsed Local Provider for Tax | tulsa-cpa.com Reviews

https://tulsa-cpa.com

I help you create & maintain a high-quality retirement plan by providing a superior level of plan service & ongoing education for your participants.

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tulsa-cpa.com tulsa-cpa.com
1

Glossary | Ronald J Wilburn

http://www.tulsa-cpa.com/tools/glossary

Am I on the Right Track? A method of exchanging insurance-related assets without triggering a taxable event. Cash-value life insurance policies and annuity contracts are two products that may qualify for a 1035 exchange. A 403(b) plan is similar to a 401(k). A 403(b) is a qualified retirement plan available to employees of non-profit and government organizations. A mortgage with an interest rate that is adjusted periodically based on an index. Adjustable-rate mortgages generally have lower initial in...

2

Client Center | Ronald J Wilburn

http://www.tulsa-cpa.com/p/client-center

Am I on the Right Track? 24/7/365 Access to all your individual and small business financial records. Click Here to Login. 160;and securely upload a file to your SmartVault folder, or download a document. Learn more about SmartVault.com our secure online portal. Click Here to Login. 160;and upload or approve vendor invoices for electronic payment. To meet with me. Read the latest Monthly Market Update to stay up to date on the current market conditions. The HD Vest affiliated companies exclusively provid...

3

Mission Statement | Ronald J Wilburn

http://www.tulsa-cpa.com/p/mission-statement

Am I on the Right Track? At our firm, we have the client—and only the client—in mind. Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation. We understand the challenges families face today. Investment services are offered by Ronald J. Wilburn through his affiliation with HD Vest. To meet with me. Securities offered through HD Vest Investment Services. Content...

4

Useful Links | Ronald J Wilburn

http://www.tulsa-cpa.com/p/useful-links

Am I on the Right Track? We’ve provided you with a list of helpful links to help you find information that interests you. If there are other links you believe would be useful, email us to let us know. The Wall Street Journal. Investor’s Business Daily. New York Stock Exchange. To meet with me. Read the latest Monthly Market Update to stay up to date on the current market conditions. Check the background of your financial professional on FINRA's BrokerCheck. The HD Vest affiliated companies exclusively pr...

5

Investment | Ronald J Wilburn

http://www.tulsa-cpa.com/resource-center/investment

Am I on the Right Track? Investing should be easy – just buy low and sell high – but most of us have trouble following that simple advice. There are principles and strategies that may enable you to put together an investment portfolio that reflects your risk tolerance, time horizon, and goals. Understanding these principles and strategies can help you avoid some of the pitfalls that snare some investors. Global and International Funds. Keys to Investing for Retirement. The Real Cost of a Vacation Home.

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