My name is James Ault, I specialize in helping Americans financially prepare for retirement with the proper use of annuities. I help clients all over the country find ways to generate more retirement income and see how to securely protect their money during these turbulent times.

Despite the current volatility in the market and the low interest rate environment, there are still strategies that you can put in place right now to ensure that you do not run out of income and keep your money securely protected from future market downturns.

While most financial advisors are more than happy to provide you with investment tips and growth opportunities for your portfolio, few financial professionals know how to actually convert your savings into a long-term sustainable income (and protect your money) so that you can spend with confidence when you retire.

I am the President and CEO of Sooner Retirement. During the 2008 recession, my parents lost 70% of their life savings. After witnessing this, I made it my mission to spare this type of situation to any other individual or family. In addition to my work as a financial advisor, I am also a Drill Sergeant in the United States Army, a position that instilled discipline, zest, and energy.

With roughly a decade of experience in the financial services industry now, I’ve become highly adept at guiding my clients towards a safe and prosperous retirement, based on their specific needs and objectives. By checking in with all of my clients at least once every quarter, I know when their needs have changed, and in turn, how their plan may need to be updated.

An avid Sooner’s fan, I reside in Tulsa. But even though my office is physically located in Oklahoma, I actually work with clients throughout the United States. Through our advanced technology systems, not only can we meet “face-to-face” virtually online, but we can also share computer screens so that we are all on the “same page.” That way, you can see first-hand how various income strategies may work for you and your specific goals.

I do my best to take the mystery out of annuities by answering some of the most commonly asked questions in a simple, personalized way. All of my meetings are conducted over the phone and virtually, which means you do not need to leave your home or have to visit me in my office.

Feel free to reach out if you are looking for retirement planning guidance and annuity recommendations to help you reach your retirement goals.

Sincerely,
James K. Ault