Reduce Taxes. Build Wealth. Create Reliable Retirement Income.
We help business owners, high-income families, and pre-retirees coordinated financial strategies.
Not just investment advice—a coordinated strategy across your entire financial life.
A Coordinated, Team-Based Approach to Your Financial Life
Most advisors focus on one piece—investments, insurance, or taxes.
We bring everything together.
Through our Virtual Family Office model, we coordinate strategy across:
- Tax Planning
- Investment management
- Retirement income
- Risk management
- Estate and legacy planning
A Smarter, More Coordinated Approach
Instead of working with separate advisors, we coordinate your CPA, tax strategy, investments, and retirement planning into one unified plan—so every decision works together.
Most People
- Financial Advisor
- CPA
- Attorney
- No Coordination
Our Clients
- One Coordinated Strategy
- One Unified Plan
- One Point of Contact
Who We Work Best With
Business Owners
Looking to reduce taxes, increase cash flow, and build long-term wealth outside the business.
High-Income Earners
Wanting to optimize income, minimize tax drag, and build efficient wealth strategies.
Pre-Retireees
Needing clarity on income, taxes, and how to transition into retirement with confidence.
Real Results for Real Clients
We finally have everything working together.
Before working together, we were getting different advice from different professionals. Now everything is coordinated—tax strategy, investments, and retirement planning all working together. We feel much more confident about our future.
Pete R.
6 months ago
We didn’t realize how much we were overpaying in taxes.
After going through the process, we uncovered strategies that significantly reduced our tax burden. No one had ever walked us through this level of planning before.
Jane P.
9 months ago
Clear plan. No more guessing.
We went from feeling unsure about retirement to having a clear income strategy. Everything was explained in a way that made sense, and we now know exactly what the next steps are.
Rich T.
6 months ago
Why Clients Choose Us
Coordinated planning—not siloed advice
Focus on proactive tax strategy
Long-term relationship approach
Access to a network of specialists
Strategy tailored to your specific situation
Helping business owners reduce taxes, increase cash flow, and build retirement income—using a Virtual Family Office approach.
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.
Coordinated Financial Planning 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 Coordinated Financial Planning.
Our Process for Coordinated 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