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"!
Revising Estate Strategy Assumptions
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
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 can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
Even if you’re young and single, you should still consider protecting yourself.
Knowing how insurance deductibles work can help you save money and give you peace of mind.
Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
When to start? Should I continue to work? How can I maximize my benefit?
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
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.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Use this calculator to estimate your capital gains tax.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
It’s never a bad time to speak with your financial advisor about changes in your situation.
Around the country, attitudes about retirement are shifting.
Taking your Social Security benefits at the right time may help maximize your benefit.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Here’s a crash course on saving for college.