Sooner Retirement
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I help CPAs and Accountants deliver more value to their clients through holistic and proactive planning.
I started my company to provide honest, objective advice to my fellow Oklahomans. We teach retirement strategies and I have clients all over Oklahoma. The #1 thing we teach our clients is where to safely put your “Rest of Your Life Money.” Checking and savings accounts have a return rate of next to nothing. The market is hard to time and you can easily lose your life savings.
🌟 Welcome to Sooner Retirement! 🌟
We’re excited to help you plan a secure, fulfilling retirement with a personalized approach that covers income, growth, tax strategies, and legacy planning. At Sooner Retirement, we believe that retirement should be about more than just financial security—it’s about living fully and confidently in your next chapter.
Follow us for tips, tools, and resources to help you achieve your retirement dreams! Ready to start your journey? Let’s plan together.
📞 Contact us today to schedule your free consultation!
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Telephone
Website
Address
Tulsa, OK
74136
Opening Hours
| Monday | 8am - 5pm |
| Tuesday | 8am - 5pm |
| Wednesday | 8am - 5pm |
| Thursday | 8am - 5pm |
| Friday | 8am - 5pm |