We Research Annuities So You Can Retire Confidently See which annuities can deliver the biggest advantages during your retirement planning session.

What’s the Differences?

There are no intimidating whitepapers on annuities or glossy marketing brochures. We won't subject you to any high-pressure sales tactics, and we'll give you straightforward advice and individualized suggestions regarding annuities. Our primary concentration is directed toward the following three areas:

Honest advice and the finest annuities, tailored specifically for you

Are you getting the full story from annuity salespeople?

When it comes to annuity research, don't be fooled by cheap imitations.
Trust Sooner Retirement to get the whole truth.

Straightforward Guidance

We pledge to be completely open and truthful with you over the course of our relationship. That means we'll be completely open about the fees, worst-case situations, and — yes, even — our annuity commissions when making retirement annuity recommendations.

The Best Annuity Transparency

The annuity research and retirement income planning specialists at our company have more than a decade of experience assisting clients in achieving their goals of being financially prepared for retirement. After conducting in-depth research and analyses of annuities, we were able to identify some types of annuities that have the lowest fees while also providing the best guaranteed income and benefits.

Customized Plans For You

It's impossible to generalize about the people we aid. A one-size-fits-all approach to annuities is obsolete because of our varying financial and retirement plans. Depending on your age, state, and retirement plans, annuity recommendations will fluctuate. We'll do the legwork so you don't have to, so you can focus on what's important to you.

Expert Retirement Planning Strategies

I know retirement planning is stressful and it can become overwhelming. But, with careful strategies and consistent reviews, I can help you protect your retirement dollars while they are actively productive for you in your golden years. Many of my customers are concerned with outliving their resources. It's a legitimate and common concern. However, my approach is simple. I want to put you on a financial path that will protect your money while giving you the income for life that you desire. It starts with a FREE consultation in the comfort of your own home.

Insights

Why Consider a Reverse Rollover?

If you have ever left an employer where you had a retirement savings account, you may have “rolled” those funds into a personal IRA. Doing

James K. Ault November 29, 2022

What higher interest rates could mean for annuities

As interest rates have continued to rise, they are having a tremendous impact on home mortgages and fixed income investments. In the case of the

James K. Ault November 22, 2022

How much income will you receive from an annuity?

There are many different types of annuities available in the marketplace today. These include immediate and deferred, as well as fixed, indexed, and variable. When

James K. Ault November 15, 2022

An avid Sooner’s fan, I reside in Tulsa. But even though my office is physically located in Oklahoma, I actually work with clients throughout the United States.

Through our advanced technology systems, not only can we meet “face-to-face” virtually online, but we can also share computer screens so that we are all on the “same page.”

That way, you can see first-hand how various income strategies may work for your specific goals. All of my meetings are conducted over the phone and virtually, which means you do not need to leave your home or have to visit me in my office.

Our proprietary process has allowed us to view our clients financial future by testing there current and proposed strategies. With this advancement in technology, we will know what works and what doesn’t work.

Join Us

If you contact us, you will be able to speak with an insurance agent who is licensed to sell insurance in your state. Before making any financial decisions, make sure you do your homework and seek the advice of a qualified professional if you have any queries related to your situation. The issuing insurer’s financial stability and claim-paying capacity are critical to the assurance of annuity products. There may be extra benefits and income guarantees that can be gained by paying an additional annual premium for an annuity rider. A licensed insurance agent can be reached through our website and you may be offered insurance products for sale in your state.