Welcome to a Smarter Financial Experience
Discover how our Virtual Family Office model simplifies your wealth management with proactive planning, personalized service, and a collaborative team of experts—all in one place.
Wealth Management
Build Wealth with Confidence at Sooner Retirement
We all want to make the most of our money—both now and for the future. Many believe that traditional options like IRAs and 401(k)s are the best path to financial security, but these alone may not be enough to truly build and protect your wealth.
At Sooner Retirement, we meet you where you are today to create a strategy that aligns with your unique goals. We take the time to understand your current situation, educate you on your options, and help you enjoy your money today while securing your future.
You’ve worked hard to get where you are, and we’re here to ensure you’re positioned for long-term success. Whether it’s personal wealth, business finances, or tax strategies, our expertise goes beyond investments to help maximize every financial opportunity available to you.
We believe in empowering our clients through education and strategic planning—so you can build, grow, and preserve your wealth with confidence. Let’s create a plan that works for you.
Proactive Tax Planning
Proactive Tax Planning with Sooner Retirement
Many CPAs simply record history—focusing only on tax preparation rather than proactive tax planning. At Sooner Retirement, we take a different approach. True tax planning requires a team of experts who navigate the 80,000+ pages of the IRS tax code to uncover every legal deduction, credit, and strategy available to help minimize your income, estate, and capital gains taxes.
Tax Strategies to Grow and Protect Your Wealth
Business owners, CFOs, and individuals turn to Sooner Retirement for more than just tax compliance. While we ensure you meet all regulatory requirements, our focus goes far beyond that. Whether you’re looking to boost profitability, grow your business, or create a tax-efficient succession plan, we see tax planning as a critical tool for financial success—not just a necessary obligation.
We Work for You, Not the IRS
Many of our clients save far more than our fee through careful planning and legitimate tax strategies. If you’re ready to reduce your tax burden and maximize your wealth, let’s talk. Schedule a free consultation today!
Legal Services
Expert Legal Guidance Tailored to Your Needs
We’ve assembled a top-tier team of attorneys from across the country to help you navigate complex legal matters, including business structuring, estate planning, and asset protection. Our legal experts specialize in strategies that align with your business and personal financial goals, ensuring you’re protected both now and in the future.
If you already have trusted legal counsel, we’re happy to collaborate with your existing professionals. If not, we can provide comprehensive legal solutions for virtually any need. Whatever your situation, our team is here to help you move forward with confidence.
Risk Mitigation
Protecting Your Wealth with Strategic Risk Mitigation
As you grow your personal net worth or business, it’s easy to focus solely on the upside. However, protecting your success is just as important. Risk mitigation ensures that unexpected events don’t derail your financial future.
At Sooner Retirement, our team of experts helps you safeguard your wealth using life insurance, property and casualty insurance, captive insurance companies, and other strategic tools. We match your unique needs with the best available solutions to minimize risk in the most cost-effective way possible—so you can focus on growth with confidence.
Business Advisory
Supporting Business Owners Beyond Wealth Management
Many “professionals” are eager to manage your money after you sell your business—but who’s there to help while you’re growing it? Who do you turn to when employee engagement drops or revenues decline, and you’re unsure which key performance indicators to focus on?
At Sooner Retirement, we understand that running a business is complex, and financial success goes beyond investments. That’s why our business owner clients gain access to a team of experts who provide guidance at every stage—helping you navigate challenges, optimize operations, and position your business for long-term success. We’re here for you every step of the way.