ACT Financial Services
Tulsa, Oklahoma Financial Services
At ACT Financial Services, we understand that everyone, young and old, face many important decisions that can affect their long-term financial success. We consider it an honor and a privilege to help our clients work towards a more secure future. Please feel free to explore this site to gain a better understanding of our firm and how we help our clients plan for, meet, and exceed their financial goals.
How We Assist You with Financial Decisions
Life and Death on Kilimanjaro
In the Summer of 2015, Randy, along with 15 other men, set out to climb Mount Kilimanjaro, the world's tallest, free-standing mountain. Join them in this video, as they tell their stories on what called them to Kilimanjaro and what unexpected things they found on the "Top of Africa"!
Test Your Estate Strategy Knowledge
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
New Trends Redefine Travel
The latest trends in travel reflect a rich menu of exciting new possibilities.
Tips to avoid checking in luggage on your next vacation.
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
Technology tips to make your next trip even better.
Can you keep up with your children’s mobile slang?
If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate how much of your Social Security benefit may be considered taxable.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This questionnaire will help determine your tolerance for investment risk.
This calculator can help you estimate how much you should be saving for college.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
It's easy to let investments accumulate like old receipts in a junk drawer.
Around the country, attitudes about retirement are shifting.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
How do the markets usually react to elections? Was the 2016 election any different?
How does your ideal retirement differ from reality, and what can we do to better align the two?