Thank you for visiting our website.

Don't go out on a limb by making tax and financial decisions without knowing all the facts.

We do more than crunch numbers. We help you make the right decisions! We hope you find the links, newsletters, and calculators on our web site helpful. However, there is no substitute for professional advice. Anytime that you are unsure of the consequences of a financial decision, please contact us.

What are the best tax-saving ideas for ordinary people?

Roth IRAs. Distributions are normally tax-free, not just tax-deferred. On the CALCULATORS page, you will find a calculator to compare how much a Roth IRA, rather than a regular IRA, could increase your retirement income. Get the best of both worlds by making the maximum Roth IRA contribution, plus participating in your employer's tax deferred retirement plan.

College savings plans Distributions are tax free when used for higher education expenses. Also, Oklahoma residents can get a state tax deduction for contributions to an Oklahoma College Savings Plan. You'll find informative links about College Savings Plans on the LINKS page.

Daydreaming is no substitute for solid planning.

Should you refinance your mortgage? How much do you need to save to maintain your current life style in retirement? Should you buy or lease your new car? Are you on track with college savings? All these calculators and more are on the CALCULATORS page of our web site.

Minimize your taxes. Maximize your financial security. We can help.