Who We Are
Our firm was founded on the principle that business owners deserve tailored retirement solutions that match the sophistication of their businesses. We recognized a significant gap in the market where traditional retirement plans (like Simple IRAs and 401(k)s) fail to adequately serve high-income professionals who could benefit from much larger tax deductions and accelerated retirement saving.
By focusing exclusively on this niche, we've developed proprietary methodologies that maximize the benefits of these advanced vehicles while ensuring full compliance with IRS regulations and avoiding common implementation pitfalls.
Our Mission
To help successful professionals and business owners:
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Save More, Pay Less: Reduce taxes through high-contribution strategies
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Grow Faster: Accelerate wealth accumulation with guaranteed protection
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Retire Confidently: Build predictable income streams for life
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Leave a Legacy: Transfer wealth tax-efficiently to the next generation
Who We Serve
Business Owners: Entrepreneurs seeking to reduce heavy tax burdens while building wealth.
Medical Professionals: Doctors and specialists who want guaranteed retirement income and asset protection.
CPAs & Advisors: Professionals looking to expand their services and share in the value of advanced tax strategies.
Our Philosophy
We believe wealth should be intentional, protected, and purpose-driven.
Every strategy we design is built around that principle.
Helping our clients move from paying taxes reactively to building wealth strategically.
Why Clients Choose Oakwood Summit
Proven Track Record – We’ve helped clients save millions in taxes while securing guaranteed retirement income.
Specialized Design – Every plan is custom-tailored to your business structure, cash flow, and long-term goals.
Collaborative Approach – We work hand-in-hand with your CPA, attorney, or financial advisor to ensure precision and compliance.
Turnkey Implementation – From plan design to administration, we handle every detail so you can focus on your practice or business.
Next Steps
1. Schedule a Strategy Call
We’ll review your goals, income, and tax situation to see if a custom retirement plan is the right fit
2. Receive Your Personalized Plan Design
We show exactly how much you can contribute and how much you can save in taxes
3. Implement Your Plan with Confidence
Our team handles the details from setup to administration and annual compliance