For Business Owners
Is Your 401(k) Enough for the Retirement You're Building?
Your business is generating success. Your current retirement plan may be limiting what you can put away. Oakwood Summit helps successful business owners implement advanced retirement strategies, designed to significantly increase their retirement contributions and reduce taxable income.
A Common Challenge
You're Building a Successful Businses.
But Are You on Track for the Retirement You Want?
Higher Income, Higher Taxes
As your income grows, so does your tax burden - leaving less to invest for retirement.
Maxing Out Your 401(k)
You've likely reached the limits of what a traditional 401(k) allows - and it may not be enough
A Limited Window
Your highest earning years often come later in life, when you have 5 - 15 years to make the biggest impact.
A Desire For Certainty
You want a retirement strategy that not only builds wealth, but also provides predictable income in the future.
Client Success Stories
Helping Business Owners Achieve More
$162,000 in Annual Tax Savings and a Stronger Retirement Plan
We redesigned their retirment plan and implemented advanced tax strategies that reduced their annual tax bill by $162,000 and helped them save an additional $485,000 for retirement.
Annualized Tax Savings
$162,000+
Additional Retirement Savings
$485,000+
Doubling Retirement Savings While Reducing Taxes
We optimized her plan design and leveraged advanced tax strategies to reduce her tax bill by $104,000 annually while helping her double her retirement savings rate.
Annualized Tax Savings
$104,000+
Increase In Retirement Savings Rate
2x
From Overpaying Taxes to Building Generational Wealth
By implementing a Cash Balance Plan and advanced income strategies, we helped this business owner reduce taxes by $128,000 annually and put more money to work for his future.
Annualized Tax Savings
$128,000+
10 Year Wealth Accumulation
$3.6M+
Our Approach
A Clear Path to a More Complete Retirement Strategy
Understand Your Goals
We start with your business, your financial picture, and your retirement objectives.
Evaluate Your Opportunities
We analyze how much you may be able to contribute and the potential tax impact.
Explore Plan Design Options
We help you understand the role a defined benefit plan can play alongside your 401(k), and how different funding approaches compare.
Integrate With Your Wealth Plan
We coordinate your retirement plan with your broader wealth strategy for a more complete financial picture.
