The Oakwood Summit Advantage: Where Tax Strategy Meets Wealth Building
Most financial advisors focus solely on investments, leaving significant tax savings on the table. At Oakwood Summit we combine expert tax planning with comprehensive wealth management to help you keep more of what you earn, invest smarter, and build lasting financial security.
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Our integrated approach delivers an average of 28% tax savings for our clients while providing sophisticated investment and insurance strategies tailored to your unique financial goals.
Services
$157M+
Client tax savings implemented
33%
Average reduction in client tax burden
92%
Client retention rate
100%
Strategies backed by IRS code
Real World Case Study
$1.2 Million in Tax Savings
Professional Practice Expansion and Financial Optimization​
Client Overview:
A professional practice with four doctors expanded its business from $3.25 million in gross revenue to nearly $6 million in just one year.
Challenge:
The rapid growth of the practice required a comprehensive review of their CPA and accounting services to ensure financial efficiency. Additionally, a review of their federal student loans, group medical plan, and retirement planning was necessary to further optimize their finances.
Solution:
We conducted a thorough analysis of the practice’s financials, leading to a revision of their CPA and accounting strategies. This resulted in $1.2 million in tax savings, including a $600,000 loss carry-forward that had been missed by their previous CPA firm. We also identified an additional $600,000 in tax savings.
Furthermore, we reviewed the doctors’ federal student loans, eliminating $3,000 per month in debt payments for each doctor for the next 20 years. We also performed a detailed review of their group medical plan, optimizing coverage and costs for the practice. Finally, we set up a retirement plan to help secure their financial future.
Outcome:
The practice not only optimized its tax situation but also significantly reduced its student loan obligations, allowing for greater financial flexibility. The doctors now have a solid retirement plan in place, an optimized group medical plan, and enhanced financial security.