About
James K. Ault
Born and raised in Tulsa, OK, I’ve always been proud of my roots and community. Today, I’m grateful to have built a life centered around faith, family, and service with my wonderful wife, Teryn, and our amazing daughter, Tenley. My journey from military service to holistic financial planning has been driven by a desire to help others protect what matters most and create lasting security for the future.
I’m not your typical insurance or financial professional. My team at Sooner Retirement specializes in holistic retirement planning—combining strategies for income security, tax optimization, growth, and legacy protection. We serve clients across the country, bringing personalized solutions that address the full scope of their retirement needs. Our approach goes beyond standard advice by incorporating Dimensional Funds, Nobel-prize-winning insights from financial economics, and secure annuity options that offer predictable income.
At Sooner Retirement, we aim to empower individuals and families to make informed financial decisions. We help our clients understand the best ways to protect and grow their retirement savings, even in today’s uncertain markets. With a blend of practical strategies and insider knowledge, we reveal methods that go beyond what traditional advisors and Wall Street brokers may offer.
Whether you’re planning to protect your assets, optimize your portfolio with Dimensional Funds, or secure income through annuities, we’re here to guide you every step of the way. Let’s work together to build a future where you can retire with confidence, knowing your financial legacy is secure.
Experience: Team-Based Model Consultant
I have an extensive background in financial planning, with a specific expertise in working with CPAs. As a Team Based Model Consultant, I help CPAs:
- Reduce the risks that come from referring clients to third parties
- Reduce the risk of losing clients by being more proactive
- Provide more value and increase client satisfaction
- Increase organic growth by giving clients a story worth sharing with family and friends
The economic conditions over the last 5-10 years have created a serious demand for CPAs to become much more proactive and act as the ‘trusted business advisor’ for their clients. The majority of CPAs aren’t able to keep up with these shifting demands in addition to all of the tax law changes. As a Team Based Model Consultant, my team and I can help with this new reality.