Many of our clients have questions about attaining their financial goals and seek help from us to help them clarify what is needed to accomplish their goals. Perhaps you are saving to buy a first home, looking for ways to save for a college education, are you wondering if you will have enough savings to retire when you’re ready, or have you been approached to purchase more personal insurance such as life, long-term care, or disability. We look forward to helping you to accomplish your financial goals and which avenues may be appropriate for you.
Steve was accredited as a personal financial specialist through the AICPA in 1994 and is one of twelve CPAs in Tulsa that has passed the rigors of the PFS accreditation. He has worked specifically in areas such as income tax, retirement planning, cash flow planning, comprehensive financial planning, college savings, estate, divorce, and business succession. The considerable work in estates and trust tax services helps to provide insight for our clients with their retirement and estate planning. We will typically review our clients’ estate planning documents to help them understand the tax and non-tax consequences as they plan their future. Our clients served in this area has included attorneys, physicians & other professionals, executives, and closely held businesses. When it comes to questions such as choosing between a will or a trust, how to preserve your estate for you and for your heirs, or creating philanthropic legacies, we can help chart your course.
Planning with your qualified retirement plan or IRA is, at times, confusing. We have the experience and resources to help you understand how and when money can be withdrawn from your retirement account. If you are approaching the age of 59 ½, 70 ½, or have become the new beneficiary of an inherited IRA, we can counsel you to minimize the tax consequences and maximize the benefits of your retirement account.
Whether you are interested in a full comprehensive review of your financial situation or have a specific need to be addressed, we are prepared to help.