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Book a Consultation

Expert consulting services for business owners & medical professionals & more.

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Achieve Financial Clarity

From locum tenens physicians to private medical practices, The Locums Wealth Advisors empowers you to manage your finances confidently by offering customized tax strategies, cash flow optimization, and proactive financial planning to help your practice thrive.

Whether you want to minimize taxes, catch up on retirement, or protect your retirement our expert team is ready to provide personalized, ongoing support. Let us handle the complexities of your financials so you can focus on running your business.

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We also like to provide what we WILL and will not discuss.

Some quick pre-call formalities...

During your Discovery Meeting we will:

  • For professionals considering going Locums - We will discuss financial aspects of your locums contract(s) vs. your W2 (if applicable); Potential restructuring should you decide to accept the Locums contract, including cash flow maximization and tax minimization strategies.

  • For existing Locums professionals - We will review your current structure, discuss cash flow maximization and tax minimization strategies.

  • Address the services that may be of help to you, and how we typically work.

What we will not discuss on the call:

  • Specific Tax Situations or Specific Financial questions, since each situation is so unique and may require some background and research.

  • Immediate Solutions to "Quick Questions".

  • Individual (only) Tax and Consulting Services.

Please note:

Our team is currently experiencing a high volume of inquiries, which may result in slightly delayed response times.

We’re now scheduling Discovery Meetings for early Q1 2026 and sincerely appreciate your patience as we accommodate all inquiries.

Thank you for your patience! We look forward to connecting with you.

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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