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"!
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.
How to Appeal Your Property Taxes
For homeowners who think their property taxes are too high, there are ways to appeal.
You May Need to Make Estimated Tax Payments If…
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
Apps that help small business owners better manage and grow their business.
Retirees traveling abroad need to know that their health insurance travels with them.
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Use this calculator to better see the potential impact of compound interest on an asset.
Use this calculator to estimate your capital gains tax.
This calculator can help you estimate how much you should be saving for college.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This questionnaire will help determine your tolerance for investment risk.
It’s never a bad time to speak with your financial advisor about changes in your situation.
What is your plan for health care during retirement?
Here is a quick history of the Federal Reserve and an overview of what it does.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Do you know these three personal finance sayings?
Would you guess that Millennials are effectively saving for retirement? Well, they are.