Core Services&Fees
Explore our comprehensive, transparent financial services designed to align your wealth with purpose and maximize every area of your financial life.
FinancialPlanning
Financial planning is where life planning and defining your values meet a financial framework. Whether you’re accumulating wealth or more focused on preserving it or passing it on, there are some important hinge points to create the right roadmap for you. Questions like: How much money will you need for your future self? What kinds of choices in life do you want money to create for you and your family? When will you need money and why? How long will it last? Is there a better way? What’s the consequence, positive or negative, of adjusting your expectations along the way? What’s your financial dexterity to rapidly adjust to external change that could change the math equations along the way to still accomplish your goals?
The challenge is then simple, but not easy: Building the integrated roadmap to produce your desired reality. Financial planning builds that roadmap.
Public & PrivateWealth Management
We manage assets with intention, not on autopilot. We specialize in alternative investments as an asset class, providing tax benefits and return opportunities in coordination with public equities, fixed income, commodities, and real estate to do the best you can with what you have. We do this for both accredited and non-accredited investors.
Annuities &Insurance
Annuities are very powerful and very complex. Click Here for our Annuity University (coming soon). Life insurance can be simple, and can also be very complex. We distill the noise into what matters for you and your plan to target the right solutions and execute. Properly done, insurance products are a force multiplier on a financial plan, and provide security and peace of mind that is not attainable in other products.
AdvancedTax Planning
Taxes are one of the biggest drains on income, wealth, focus, and joy, but also one of the most controllable. Our advanced tax planning team designs strategies that routinely save pre-retirees, business owners, high-earning W2s, and people that have come into sudden wealth 7 figures in taxation. We are Uncle Sam’s least favorite nephew.
EstatePlanning
A meaningful legacy doesn’t happen by chance. We work with legal professionals to build customized estate plans that reflect your values, minimize tax exposure, and ensure a smooth transfer of assets to the people and causes you care about most.
Business Value Acceleration&Exit Planning
Exit planning is simply good business planning because planning with the end in mind is how business owners maintain control over their future on their own timeline and terms. Visit www.soonerbusinessadvisors.com to learn more.
PrivateBanking
Access concierge-level banking solutions tailored to high-net-worth individuals and families. From lending and cash flow management to liquidity strategies and bespoke credit solutions, we coordinate with private banking partners to keep your financial ecosystem aligned and efficient.