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At Oakwood Summit, we transform tax planning into a powerful tool for building generational wealth.

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We partner with successful business owners, medical professionals, and high-income earners to implement advanced retirement strategies that reduce taxes, accelerate savings, and preserve long-term financial independence.

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We don’t just help you save on taxes—we help you turn tax savings into lasting wealth.

At Oakwood Summit, our expertise in business retirement plans and advanced tax strategies helps business owners build a strong financial foundation, accelerate retirement savings, and create a legacy that lasts.

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Our goal is simple: bridge the gap between high income and true financial independence—through smart, tax-efficient planning that actually works.

Too many high-performing entrepreneurs build profitable businesses… and still feel like they’re losing ground.

Why? Because they’re overpaying in taxes—and treating retirement like a side project instead of a wealth strategy.

We’re here to change that.

At Oakwood Summit, we believe:

  • Success should be rewarded, not penalized by the IRS

  • The tax code is a wealth-building tool—not a trap

  • Retirement plans should be built for entrepreneurs—not employees

Our mission is simple:
Uncover the hidden tax and retirement advantages buried in your business and turn them into long-term wealth.

Want to see how it works?
Watch our free webinar and discover how a cash balance plan could dramatically reduce your taxes and accelerate your path to a 7-figure retirement.

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How the Cash Balance Plan Assessment Works

Ready to see what your numbers look like? Discover how much more you could be saving in taxes and how fast you could be building wealth with our Cash Balance Plan Assessment. This complimentary, personalized analysis identifies:​

  • How much more you could save in taxes annually

  • How much more you could contribute toward retirement annually —beyond your 401(k)

  • Your timeline to build a 7 figure retirement​

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We Make It Simple To Unlock Six-Figure Tax Savings & Accelerate Retirement Wealth - Without Complexity, Confusion, Or Wasted Time

Here's Exactly How We Guide You From Discovery To Implementation With Our Business Retirement Plan Assessment

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Step 1: Cash Balance Plan Assessment

Timeline: Week 1
We start with a personalized deep dive into your current income, tax exposure, and retirement goals.
You’ll receive a no-cost, no-obligation custom report showing:

  • How much you could save in taxes this year

  • Your eligible contribution range

  • Retirement growth projections over time

  • Key insights to make an informed decision

What You’ll Do:

  • Complete a 10-minute intake form

  • Schedule your strategy call with our team

Step 2: Plan Design & Strategy Coordination

Timeline: Week 2 - 3
We develop a tailored Cash Balance Plan based on your business structure, income, goals, and team size.
Our team handles all the design and coordinates directly with your CPA to align the strategy with your overall tax planning.

What We Deliver:

  • Customized plan design & actuarial analysis

  • Side-by-side comparison of savings and options

  • Detailed implementation game plan

  • CPA coordination to ensure alignment

Step 3: Plan Setup & Activation

Timeline: Week 4 - 6
Once your plan design is approved, we handle all paperwork and filings to establish your IRS-qualified plan.

Includes:

  • Plan documents & trust creation

  • Official plan adoption before deadline

  • Contribution calculations for the year

  • Assistance with plan funding

Your Cash Balance Plan is now live and ready to deliver powerful tax and retirement results.

Step 4: Annual Management & Optimization

Timeline: Ongoing
We don’t disappear after setup. We handle everything year after year to ensure your plan remains compliant and optimized.

Ongoing Services Include:

  • IRS compliance filings (Form 5500, etc.)

  • Annual actuarial valuation

  • Contribution strategy updates based on income growth

  • Dedicated support + direct coordination with your CPA

  • Plan refinements to maximize ROI

Why Work With Us

  • If you are tired of paying $100K–$250K+ in taxes every year

  • Want to fast-track a multi million dollar retirement plan

  • Without changing how you run your business

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Check out our complimentary cash balance plan assessment, to discover additionoal tax and retirement benefits in your business.

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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.Cash Balance Plan 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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