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

Financial Strategies for Life 

Saving for College 101 The Latte Lie and Other Myths It Was the Best of Times, It Was the Worst of Times When Special Care Is Needed: The Special Needs Trust
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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

Can Election Results Predict the Market?

Can Election Results Predict the Market?

How do the markets usually react to elections? Was the 2016 election any different?

Keeping Up with the Joneses

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

Directors and Officers Liability Insurance

Directors and Officers Liability Insurance

Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.

 

Travel, Without the Baggage

Tips to avoid checking in luggage on your next vacation.

What the New Tax Bill Means for You

What does the Tax Reform and Jobs Act mean for you?

Directors and Officers Liability Insurance

Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.

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.

Fallen Tree Damage—Who Pays?

Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.

Catch-Up Contributions

Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.

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Disability Income

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

Federal Income Tax

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

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

Should I Buy or Lease an Auto?

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

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Can Election Results Predict the Market?

How do the markets usually react to elections? Was the 2016 election any different?

Bursting the Bubble

Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?

Retirement Redefined

Around the country, attitudes about retirement are shifting.

Saving for College 101

Here’s a crash course on saving for college.

A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.

Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

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