Tulsa accountants | estate and retirement planning

Here at Hood and Associates our Tulsa accounts are here to serve you and all of your financial needs. Feel free to schedule a free consultation and one of our three branches by giving us a call at 918-747-7000. We are located in Tulsa, Bartlesville, and Claremore Oklahoma. If you’re a first-time customer your first service is 50% off.

We do federal and state taxes. We are your compass not you rearview mirror we are very proactive accounting firm. Our staff is up-to-date on current and proposed changes in tax matters through continual research utilizing a variety of resources. We offer planning and tax advice tailored to each individual or company’s financial situation. Our Tulsa accounts will help you with tax planning, individual taxes, and franchising. If you work in the industrial industry such as construction, oil and gas, or manufacturing we’ve got you covered there to. Maybe your industry is telecommunications, partnerships and LLCs, or corporatation, we can cover all of your financial needs there as well.

Our Tulsa accountants can help you with your stay in retirement planning. We can construct a disciplined investment plan for you. Because our focus is tax planning, we advise our clients not to ignore the impact of taxes on their investments. At the same time we are steadfast in our belief that taxes should not drive your investment strategy. Instead your investment strategy should be driven by a well-thought-out plan that provides a clearly defined route will take to reach your destination. Give us a call to start that financial journey with our Tulsa accountants at 918-747-7000.

We can help you develop a personalized program tailored to your individual needs. We would love to go over the assessment of goals, objectives and your risk tolerance. We can also include asset allocation modeling and portfolio structuring. Our Tulsa accountants can diversification of assets to manage risk and the impact of taxes and inflation on your investments. We know third-party investment firm analysis and selection. Ongoing risk management, attribution, and performance reporting is on the our Tulsa accountants know best.

We work with you to develop appropriate, diversified its asset allocation strategies to minimize risk and maximize return, with an emphasis on capital preservation, growth and tax efficiencies. We also provide access to institutional money main managers the same institutional quality investment oversight that billion-dollar funds received. This helps you benefit from the wisdom of institutional managers whose experience and expertise typically is not available to the average investors. However no investment strategy can guarantee a profit to protect against a loss.

We do encourage our clients to prepare for the unexpected. Unfortunately we cannot anticipate every turn that life’s journey might take. While no one likes to think about the possibility of long-term illness or death, preparing for these possibilities is a vital part of ensuring long-term financial independence. As part of our ongoing communications with our clients, our Tulsa accountants discuss contingency plans and targeted saving strategies to help guarantee you and your loved ones are cared for and your legacy protected.

Our Tulsa accountants to federal and state taxes. We are your source to a proactive accounting firm. We are compass not a rearview mirror. Our staff is up-to-date on current and proposed changes in tax matters through continual research utilizing a variety of resources. We offer planning and tax advice tailored to each individual or company’s financial situations.

Schedule a free consultation at one of our branches Tulsa, Bartlesville, or Claremore Oklahoma by calling 918-747-7000. If you are a first-time customer your first service is 50% off.

We like to create a disciplined investment plan for our customers. Because our focus is tax planning, we advise our clients not to ignore the impact of taxes on their investments at the same time we are steadfast in our belief that taxes should not drive your investment strategy. Instead, your investment strategy should be driven by a well-thought-out plan that provides a clearly defined route you will take to reach your destination with our Tulsa accountants. We can help you develop a personalized program tailored to your individual situation.

Our Tulsa accountants will assess your goals, objectives, and risk tolerance. We will a set allocation modeling and portfolio structuring. We can diversify assets to manage risk in the impact of taxes and inflation on your investments. Our Tulsa accountants no third-party investment firm analysis and selection. Ongoing risk management, attribution, and performance reporting is one of our specialties.

Here at Hood and Associates we work with you to develop appropriate, diversified asset allocation strategies to minimize risk and maximize return, with an emphasis on capital preservation, growth and tax efficiencies. They also provide access to institutional money managers the same institutional quality investment oversight that billion-dollar funds received. This helps you benefit from the wisdom of institutional managers whose experience and expertise typically is not available to the average investor. No investment strategy can guarantee a profit or protect against a loss.

Our Tulsa accountants want to prepare you for the unexpected. Unfortunately, we can anticipate every turn that life’s journey might take. While no one likes to think about the possibility of long-term illness, disability and death, preparing for these possibilities is a vital part of ensuring long-term financial independence. As part of our ongoing communications with our clients, we discussed contingency plans and targeted savings strategies to help guarantee you and your loved ones are cared for and your legacy protected.

As part of this process we help you assess the appropriate level of insurance you may require at various times in your life, highlighting any gaps that should be addressed. Our Tulsa accountants determine the optimal time to start thinking about long-term care insurance options to meet your needs. Here at Hood and Associates we tap into our extensive network of insurance providers and industry professionals to help design the best package of well-funded, well targeted insurance options to meet your needs. Our Tulsa accountants are on your side.