Advanced risk and tax strategies for athletes, entrepreneurs, and high-income earners that are underserved by the retail insurance cartel.

Headquartered in peaceful New Hampshire with a national presence, Sooner Private Risk Group serves clients from coast to coast in specialized insurance and annuity strategies for complex wealth, tax, planning, and business risk.

The industry of insurance and annuities is built for the mass-affluent market, and that makes it a square peg in a round hole for those that need expertise the most.

Large insurance companies that own both the product development and distribution channels of these products have no incentive to change their lucrative business models, and no incentive to train their distribution channels beyond what is necessary to sell to the mass-affluent market.

If you feel that your current professionals are giving you canned answers, it’s because they are - you’re probably the most complex case they’ve ever seen.

What you’ve built is too important to risk on well-intentioned incompetency.

We design strategies as part of a coordinated financial ecosystem, not standalone product solutions.

As a member of the Sooner Family of Companies, our advisors’ first expertise is the syndication of the 5 major areas of financial advice: Wealth, risk, tax, estate, and business advisory. This allows us to customize solutions that make sense in the context of your entire financial ecosystem and across financial disciplines, not just solutions in a vacuum.

Scroll below to learn the specific areas that we help clients implement.

Click here to learn more about our parent company, The Sooner Private Financial Council.

Click here to learn more about our company dedicated to building and harvesting business value for entrepreneurs, Sooner Business Advisors.