fbpx

Tulsa accountants | Family Wealth

August 24, 2017

Tulsa accountants | Family Wealth

Here at hood and Associates we want to take care of you and your family as if you were our own. Give us a call today 918-747-7000 to schedule a free consultation at one of our fine Oklahoma branches. You can find us in Tulsa Bartlesville and Claremore Oklahoma. We can take care of your federal and state taxes. We are your compass through the terrain of financing and not your 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 situation. Our Tulsa accountants do representation with the Internal Revenue Service on behalf of clients including offers in compromise and other tax problems we can also do estate and retirement planning for you and your family. We have a disciplined investment process we like to follow.

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.

Our Tulsa accountants cannot be develop a personalized program tailored to your individual situation. This includes assessment of goal objectives and your risk tolerance. Our Tulsa accountants assess allocation modeling and portfolio structuring. We diversify assets to manage risk and the impact of taxes and inflation on your investments. We have third-party investment firm analysis and selections available. Also we have ongoing risk-management attribution and performance reporting.

Our Tulsa accountants 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. We 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 problem to protect against the loss.

Our Tulsa accountants want to prepare you and your family 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 disability 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 we discussed contingency plans and targeted saving strategies to help guarantee you and your loved ones are cared for and your legacy protected.

Give us a call today at 918-747-7000 to be treated like family in your financing ordeals. Book a free consultation with us today. Our Tulsa accountants will take care of all of your financial inquiries. Don’t forget we also have three branches out of convenience in Bartlesville Claremore and Tulsa Oklahoma.

Tulsa accountants | Like Family Financing

At Hood and Associates CPAs we love to schedule free consultation with you if you give us a call at 918-747-7000. We treat all of our clients like they are our family. We’ll take care of all your federal and state tax needs. We are your compass rose in accounting not your rearview mirror. Our staff is up to date on current and proposed changes in tax matters through continual research utilizing a variety of this. There for planning and tax advice tailored to each individual or company’s financial situation. Our Tulsa accountants do representation with the Internal Revenue Service on behalf of clients including offers in compromise and other tax problems. We do is stay in retirement planning. We have a disciplined investment process that we like to follow. Because our focus is tax planning our Tulsa accountants advise our clients not to ignore the impact of taxes on their investments. At the same time we are steadfast in our belief that Texas 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.

Our Tulsa accountants can help you develop a personalized program tailored to your individual situation. This includes assessment of goals objectives and your risk tolerance. We can do asset allocation modeling and portfolio structuring. We do diversification of assets to manage risk and the impact of taxes and inflation on your investments. Our Tulsa accountants have access to third-party investment firm analysis and selection. We have ongoing risk-management attribution and performance reporting.

Our Tulsa accountants work with you to develop appropriate diversified asset allocation strategies denies risk and maximize return with an emphasis on capital preservation growth and tax efficiencies we 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 protection against the loss.

We prepare you like we prepare our own family for the unexpected. Unfortunately our Tulsa accountants cannot anticipate every turn that life’s journey might take. While no one likes to think about the possibility of long-term illness disability 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 we discussed contingency plans and targeted saving strategies to help guarantee you and your loved ones are cared for and your legacy protected. It was a call today 918-747-7000 at Hood and Associates CPAs our Tulsa accountants want to take care of you and your family like you are our own.

Our Tulsa accountants help you assess the appropriate level of insurance you may require at various times in your life highlighting any gaps that should be addressed. We determine the optimal time to start thinking about long-term care insurance options to meet your needs. Our Tulsa accountants 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.