Personalized Financial Attention
Your finances represent more than just mere numbers. Instead they provide a gateway toward obtaining your financial goals and dreams. At Steven L. Wilson & Associates (SLW) we understand that better than anyone. As a result, we are committed to providing personalized tax and wealth management solutions to help you turn those financial dreams into a reality. This commitment coupled with our extensive expertise has positioned SLW as one of the leading tax and financial services firms in the Tulsa area.
We believe sound financial plans* are built upon two key components: your unique goals and our technical expertise. That’s why we work closely to understand what is most important to you. Through our custom questionnaire we’re able to identify key personal factors that must be considered before making any financial decision. Once we’ve obtained this insight, we’re then able to provide the technical expertise to ensure the decisions made ultimately align with your specific goals.
Providing personalized attention is just the beginning. With more than 25 years of experience, we’ve built a reputation for our excellence in accounting and financial planning*. Throughout the last two decades we’ve honed our knowledge and identified eight wealth management issues affecting every individual. By evaluating these potential pitfalls against your personal preferences, we’re able to offer solutions unique to only you. It’s this knowledge that enables us to provide sound financial advice that will not only benefit you today but also tomorrow.
At the end of the day, you’re more than a client to us – you’re a friend and we show that best through our personalized financial planning* approach.
*These services are offered by Steve Wilson, Scott Villines and Tim Cramer through their affiliation with HD Vest Investment ServicesSM and HD Vest Advisory ServicesSM