Welome to Oakwood Summit
We design custom business retirement plans for high-income owners looking to reduce taxes and build lasting wealth. Our advanced plan designs allow owners to contribute $300,000+ per year—on top of their existing 401(k)—with contributions that are fully tax-deductible to their business.
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If you're consistently paying over $100,000 in taxes, we can help you redirect that liability into a seven figure retirement for owners.
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Our team takes care of everything—from plan design to setup and ongoing administration—so you get maximum tax savings and accelerated retirement growth without changing how you run your business.
The Tax Problem You Face
If you’re running a highly profitable business, you’re likely paying $100,000s to the IRS.
Each year, high-income business owners find themselves stuck in the same trap:
Massive tax bills
Limited retirement plan options
No time to manage a tax strategy
But there’s a better way to reduce your taxes & accelerate your retirement savings. With our business retirement plan assessment we can show you how to turn your tax liability into a 7 figure wealth building opportunity.
The Business Retirement Plan Assessment
Discover how much more you could be saving—and how fast you could be building wealth. This complimentary, personalized analysis reveals the tax savings and retirement benefits you're currently missing out on in your business.
You'll see:
How much you could save additionally in taxes annually
How much more you could contribute toward retirement annually —beyond your 401(k) or SEP
What your actual retirement timeline could look like to build a 7 figure retirement—with proactive planning
If the numbers look good and you qualify, you’ll have the option to move forward and let us handle everything—from design to setup and ongoing plan management.
No pressure. Just clarity.
Case Study : Single Owner Medical Practice
Plan Duration 14 Years Projected Retirement Age 62
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Annual Contribution $293,756 Total Contribution $4,112,584
Annual Tax Savings $117,502 Total Tax Savings $1,645,028
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Owner's Recurring Annual Income
$221,693
Assumptions used for projection:
3% pre-retirement ; G94 - 1994 Group Annuity Reserving Proj 2002, Scale AA (unisex) at 3% post-retirement ; 0%salary increase
*40% tax rate; taxes are deferred only.
Who We Help
This strategy is built for:
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Business owners earning $500,000+ per year
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Entrepreneurs with large annual tax bills ($100,000+)
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Owners looking to rapidly build retirement wealth in the next 10–15 years
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Professionals who want to exit with confidence, not anxiety
If that’s you, it’s time to stop overpaying the IRS and start building a 7-figure retirement
Ready To See What Your Numbers Look Like?
Contact us today to get your Business Retirement Plan Assessment
We’ll review your business and show you exactly:
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How much you could save in taxes this year
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How much you could contribute to a custom plan
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What your 7-Figure Retirement Timeline looks like
It’s complimentary, confidential, and takes just 10 minutes.​
*Due to high demand we accept only a select number of clients every month
