A Smarter Team. A Stronger Plan
Your personalized strategy - backed by national experts in tax, legal, risk and wealth.
Simplifying Your Financial Future with Sooner Retirement
Success comes with complexities—especially when managing your wealth. That’s where we come in. At Sooner Retirement, our mission is to simplify your financial life and help you navigate the challenges of growing and preserving your wealth with confidence.
We believe in personalized advice and tailored solutions because no two families or business owners are alike. Your financial plan should align with your values, goals, and vision for the future.
Our approach is collaborative—we work with you, not just for you. By building strong relationships based on trust and transparency, we create holistic strategies that integrate all aspects of your financial life. We also coordinate with your existing advisors to ensure a seamless, well-rounded plan.
Beyond financial management, our focus is on helping you achieve what truly matters—planning for retirement, optimizing tax strategies, managing business finances, and securing your legacy.

Explore our website to learn more about how Sooner Retirement can help bring clarity to your financial journey. Let’s simplify, strategize, and build a future that works for you.
Meet Our Team
Advisory Services Team
Your dedicated home office, offering guidance on investments, retirement planning, and financial strategies to help you stay on track.
Proactive Planning Team
Your local “eyes and ears,” identifying tax, legal, and business opportunities to ensure your financial plan remains aligned with your goals.
Virtual Family Office
A network of elite specialists providing advanced planning, risk management, and wealth preservation strategies to optimize your financial success.
Holistic Wealth Management with a Virtual Family Office
Our team-based approach ensures that your financial needs are prioritized and addressed with expert guidance. By integrating tax planning, risk mitigation, wealth management, legal services, and business advisory, we provide a seamless strategy to help you achieve your most important financial goals.
Unlocking Your Full Potential with Proactive, Holistic Planning.
Our Process for Proactive Financial Planning
We guide you through a structured planning process—starting with discovery, clarifying goals, building proactive plans, and accessing expert insights. With ongoing implementation and regular check-ins, we help you stay on track toward financial success.
Discovery & Diagnostic
Initial assessment to identify needs
Goals, Direction, Vision
Define clear
objectives
Strategic Planning
Develop structured strategies.
Virtual Expertise
Leverage broader knowledge.
Execute Solutions
Implement Effective Solutions
Regular Meetings
Ensure continuous progress.
MAP Planning Process
A structured five-step approach guides clients from diagnostic assessment to solution implementation, ensuring clarity, expert insights, and client control.
Proactive Planning Phase
DIAGNOSTIC
Identify potential needs through CIQ Diagnostic and establish priorities.
EXPLORE
Consult Virtual Family Office if expertise beyond the Proactive Planning Team is required.
DEEPER DIVE
Conduct deeper diagnostic assessments if necessary to further clarify needs.
EDUCATE
Provide clients with options and potential solutions for informed decision-making.
Solution Implementation Phase
IMPLEMENTATION
Ensure clients maintain control while executing solutions for long-term success.
Ongoing MAP Review Process
THROUGHOUT THE YEAR
Throughout the year we will revisit your prioritized plan and implementation process to identify next steps and consider any “parked priorities.”
UPDATED ANNUALLY
- Big Picture Goals
- CIQ Diagnostic
- Client Service Level Choices