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

Financial Strategies for Life 

Surprise! You’ve Got Money! RE: Retirement 18 Years Worth of Days Tuning Your Social Security Benefit
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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

The Latte Lie and Other Myths

The Latte Lie and Other Myths

Do you know these three personal finance sayings?

5 Things That Seasoned Travelers Are Doing (That You're Not)

5 Things That Seasoned Travelers Are Doing (That You're Not)

A collection of tips from professional travelers.

Retiree Health Care Coverage Overseas

Retiree Health Care Coverage Overseas

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

 

Raising Healthy Children

Healthy habits are one of the greatest gifts to give your child.

Changing Unhealthy Behaviors

Five phases to changing unhealthy behaviors.

Catch-Up Contributions

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

Travel, Without the Baggage

Tips to avoid checking in luggage on your next vacation.

The Financial Literacy Crisis

Many Americans are operating their personal finances with only the barest minimum of knowledge.

A Brief Guide To Condo Insurance

Important items to consider when purchasing condo insurance.

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Estimate Your RMD

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

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.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

Disability Income

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

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

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The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

Bursting the Bubble

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

18 Years Worth of Days

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

Consider These 3 Things Before Driving Off the Lot

There are a few things to consider when buying or leasing your next vehicle.

The Latte Lie and Other Myths

Do you know these three personal finance sayings?

A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

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