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The Wealth Guide For 1099 Medical Professionals​

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The Complete Tax, Retirement, & Wealth System for Independent Physicians

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The Challenge for 1099 Medical Providers​

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As a 1099 medical provider, you enjoy the independence of choosing your schedule, assignments, and income potential—but that freedom comes with challenges. Without employer benefits, predictable pay, or built-in retirement options, many locum doctors end up overpaying taxes and missing major wealth-building opportunities.

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At Oakwood Summit, we’ve created a complete, done-for-you financial structure designed specifically for independent physicians. Our system helps you operate like a business—reducing taxes, building long-term wealth, and protecting your financial future—so you can focus on medicine, not money.

The Complete System : Six Pillars of Physician Wealth
Our comprehensive approach addresses every aspect of your financial life, creating an integrated system designed specifically for the unique challenges and opportunities of locum tenens practice.

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Watch the Webinar

How 1099 Providers Can Cut Taxes and Build Wealth​

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Discover how to 

  • Optimize 1099 Income With Smart Tax Strategies

  • Protect Personal & Professional Assets

  • Build a Stable Retirement Despite Irregular Work

  • Use Advanced Planning Tools to Create Predictable Wealth

Medical Information

Why Providers Choose Oakwood Summit​

  • Reduce Taxes – Operate like a business and keep more of what you earn

  • Build Wealth – Turn tax savings into long-term retirement income

  • Create Stability – Smooth out irregular income with a structured plan

  • Protect Assets – Secure your earnings and safeguard your future

  • Replace Lost Benefits – Rebuild retirement, insurance, and other perks of employment

  • Done-for-You Setup – We handle the structure so you can focus on medicine

  • Ongoing Support – Work with a team that understands independent physicians

  • Future Flexibility – A financial structure that grows with you—whether you stay locum, start a practice, or transition to full-time employmen

Business Consulting

The next step is a brief, no-obligation consultation to determine whether our approaches would create meaningful value for your specific situation. During this focused conversation, we'll discuss:

  • Your current business structure and profitability

  • Your maximum annual contribution and tax deduction potential

  • Guaranteed retirement income projections with zero market risk

  • Existing retirement vehicles and tax planning approaches

  • Tax savings and retirement accumulation opportunities

Oakwood Summit 

Tax Strategies | Retirement Income | Legacy Wealth

© 2025 by Oakwood Summit

The information provided on this website is for general informational and educational purposes only and is not intended to be, and should not be construed as, legal, tax, investment, or accounting advice. You should consult your own legal, tax, and financial advisors before making any decisions based on the information provided. Services offered through this site are provided as part of a consulting relationship and may involve coordination with third-party actuaries, TPAs, and investment advisors. While we strive to ensure accuracy and compliance, we do not provide legal or tax filing services. All plan designs are subject to IRS rules and Department of Labor regulations and may vary based on individual business circumstances. Past results are not a guarantee of future outcomes. The value of tax savings and retirement benefits will vary depending on your income, entity structure, contributions, and overall financial strategy. This website and its content are intended for use by business owners and financial professionals who understand the risks associated with retirement planning and tax strategies. By using this site, you acknowledge that you have read and understand this disclaimer and agree to its terms.For specific advice tailored to your situation, please schedule a consultation with a qualified advisor.

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