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4111 S. Darlington Avenue, Suite 800, Tulsa, OK 74135    |    (918) 664-0081    |    Get Office Directions

Financial Strategies for Life 

Once Upon a Goal A New Way to Look at Your Bucket List Surprise! You’ve Got Money! RE: Retirement
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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"!

Helpful Content

Does Your Child Need to File an Income Tax Return?

Does Your Child Need to File an Income Tax Return?

When your child has income, there’s a good chance that he or she will need to report it and pay taxes.

Test Your Life Insurance Knowledge

Test Your Life Insurance Knowledge

How much do you know about one of the most important tools you have to help protect your and your family’s financial future?

The ABC’s of Auto Insurance

The ABC’s of Auto Insurance

What kind of auto insurance should you have? Do you know?

 

The Half Million Dollar Baby

The true cost of raising a child may be far more than you expect.

Tax Reform: Before and After

What did the 2017 Tax Cuts and Jobs Act change? Here's a quick snapshot.

Apps That Help Achieve Goals

If you find it hard to attain personal life goals, there’s an app for that!

When Heirs are Imperfect

The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.

New Trends Redefine Travel

The latest trends in travel reflect a rich menu of exciting new possibilities.

Retiree Health Care Coverage Overseas

Retirees traveling abroad need to know that their health insurance travels with them.

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Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

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Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Your Cash Flow Statement

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

An Inside Look at Retirement Living

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

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

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Jane Bond: Decoding Diversification

Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.

18 Years Worth of Days

The average retirement lasts for 18 years. Are you prepared to fill that many days?

Once Upon a Goal

Do you know how to set up your financial goals for success? This knight does.

From Boats to Brokers

From the Dutch East India Company to Wall Street, the stock market has a long and storied history.

The Power of Compound Interest

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

Jane Bond: Scaling the Ladder

Agent Jane Bond is on the case, uncovering the mystery of bond laddering.

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