At Oakwood Summit, we believe that taxes shouldn’t just be an expense, they should be an opportunity to build wealth.
Our mission is to help business owners, medical professionals, and high-income individuals leverage advanced tax planning and retirement strategies to reduce their tax burdens, accelerate retirement savings, and create long-term financial security.
Too many successful entrepreneurs work hard, build profitable businesses, and still feel like they’re behind financially. Why? Because most of their income is being lost to taxes… and their retirement savings are an afterthought.
Our goal is to change that.
We believe:
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Business owners should be rewarded—not punished—for their success
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The tax code can be used as a tool, not a trap
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Retirement planning should work for entrepreneurs—not against them
We exist to deliver powerful tax and retirement strategies that unlock wealth hiding in plain sight—inside your own business.
If you're looking for a better way to reduce your taxes and accelerate your retirement savings, check out our cash balance plan assessment, to uncover the potential tax and retirement benefits hidden in your business.
How the Business Retirement Plan Assessment Works
Discover how much more you could be saving—and how fast you could be building wealth. This complimentary, personalized analysis reveals the tax savings and retirement benefits you're currently missing out on in your business.
You'll see:
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How much you could save additionally in taxes annually
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How much more you could contribute toward retirement annually —beyond your 401(k) or SEP
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What your actual retirement timeline could look like to build a 7 figure retirement—with proactive planning
If the numbers look good and you qualify, you’ll have the option to move forward and let us handle everything—from design to setup and ongoing plan management.
No pressure. Just clarity.
Why Work With Us
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If you are tired of paying $100K–$250K+ in taxes every year
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Want to fast-track a multi million dollar retirement plan
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Without changing how you run your business
Check out our complimentary cash balance plan assessment, to discover additionoal tax and retirement benefits in your business.
