At Oakwood Summit, we transform tax planning into a powerful tool for building generational wealth.
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.
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:
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Success should be rewarded, not penalized by the IRS
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The tax code is a wealth-building tool—not a trap
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Retirement plans should be built for entrepreneurs—not employees
Our mission is simple:
Create a step-by-step private wealth strategy built for high-income business owners to slash taxes, multiply retirement savings, and protect generational wealth—using our 7 figure retirement blueprint.
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 7 Figure Retirement Program
7 Figure Retirement Program
Is a step-by-step planning and implementation service that helps high-income business owners turn six-figure tax bills into seven-figure retirement wealth—using fully tax-deductible, IRS-compliant strategies tailored to your business.
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Retirement & Tax Assessment: We identify how to reduce your taxes and grow $1M+ in retirement savings over 10 years.
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7-Figure Retirement Blueprint: We build a custom plan that turns tax savings into multimillion-dollar wealth.
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Turnkey Plan Implementation: We fully design and implement your plan so you don’t lift a finger.
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Retirement & Tax Strategy Coordination: We align your retirement plan with your CPA or advisor for a seamless strategy.
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Full White-Glove Support: We provide year-round, hands-on support from strategy to execution.
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Ongoing Administration & Compliance: We handle all filings, reporting, and calculations to keep your plan running smoothly.
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Annual Optimization Reviews: We review your plan yearly to maximize tax savings and long-term growth.
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Compliance Calendar Tracking: We manage deadlines and filings so your plan stays in perfect compliance.
Step 1: Retirement & Tax 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:
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How much you could save in taxes this year
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Your eligible contribution range
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Retirement growth projections over time
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Key insights to make an informed decision
What You’ll Do:
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Complete intake form
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Schedule your strategy call with our team
Step 2: Plan Design & Strategy Coordination
Timeline: Week 2 - 3
We develop a tailored strategy 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:
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Customized plan design & actuarial analysis
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Side-by-side comparison of savings and options
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Detailed implementation game plan
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CPA coordination to ensure alignment
Step 3: Plan Setup & Activation
Timeline: Week 4 - 8
Once your plan design is approved, we handle all paperwork and filings to establish your strategy.
Includes:
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Plan documents & trust creation
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Official plan adoption before deadline
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Contribution calculations for the year
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Assistance with plan funding
Your 7 figure retirement blueprint 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:
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IRS compliance filings (Form 5500, etc.)
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Annual actuarial valuation
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Contribution strategy updates based on income growth
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Dedicated support + direct coordination with your CPA
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Plan refinements to maximize ROI
Ready to Build Your Multimillion-Dollar Retirement
And Stop Overpaying the IRS?
If your business is profitable and your tax bill keeps growing, you need a smarter strategy.
Our team specializes in helping high-income business owners like you convert business revenue into personal retirement wealth—fully tax deductible, fully compliant, and designed to deliver seven figures in lifetime savings.
Schedule your free 30-minute consultation and we will show you exactly:
How much you’re overpaying in taxes
How much more you could be saving
How to create a plan that builds $1M+ in retirement wealth—guaranteed
No guesswork. No generic advice. Just clear numbers and a proven strategy.