20-35%
Taxes
Federal, state, and payroll taxes
20-30%
Lifestyle
Living expenses and personal costs
15-25%
Business
Reinvestment, operating costs, and growth.
10-20%
Personal Wealth
Investments, retirement, and future income.
The Oakwood Summit Advantage
Our 3 Step System
1. Reduce Taxes
Identify advanced tax strategies that can significantly reduce what you pay in taxes.
2. Build Wealth
Redirect those savings into strategies that build personal wealth outside your business.
3. Create Income
Build recurring income streams that give you more freedom and options for the future.
What Could an additional $100,000+ a year do for your future?
Our clients have uncovered signfiicant tax saving opportunities and redirected those dollars toward wealth, retirement and financial freedom.
$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+
Comprehensive strategies. Integrated for you.
We bring the right strategies together to help you keep more, build more and create more income.
Advanced Tax Planning
Retirement Plan Design
Income & Wealth Strategies
Risk & Management Protection
Estate & Legacy Planning
Business Succession Planning
Wealth Management & Advisory
Reduce taxes and increase cash flow
Powerful retirement plans for you and your team.
Income strategies to build long term wealth.
Protect what you've built and plan for the unexpected.
Preserve wealth and provide for your family.
Ensure a smooth transition and lasting business value.
Ongoing guidance ato keep you on track and growing.