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Enhancing Tax & Retirement

Solutions For Medical Professionals

Confident Doctor Portrait
Doctor and Patient

At Oakwood Summit we specialize in helping medical professionals and healthcare groups maximize their retirement savings while minimizing tax burdens. Our tax advantaged retirement solutions provide an opportunity for medical associations, locum tenens staffing agencies and healthcare organizations to offer high-value financial planning resources to their members.

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By partnering with us, your organization can empower physicians, surgeons, and other high-income medical professionals with advanced tax-saving retirement strategies—while adding tangible benefits to your membership offerings.

Why Partner With Us

Deliver More Value to Your Members

Medical professionals face unique financial challenges, including high tax liabilities, irregular income (especially for locum tenens doctors), and delayed retirement savings due to extended schooling and training. By introducing tax advantaged retiremetn solutions, you provide members with:

  • Tax-efficient retirement savings beyond traditional 401(k) limits

  • Wealth-building strategies tailored for high-income earners

  • Customized financial guidance for both private practice and employed physicians

Enhance Member Retention & Engagement

Offering specialized financial education and tax-saving opportunities strengthens your association’s value proposition, keeping members engaged while differentiating your organization.

Exclusive Educational Webinars & Resources

We offer customized workshops, webinars, and content to educate your members on:

  • How to maximize tax deductions using Cash Balance Plans

  • Strategies to accelerate retirement savings for physicians and specialists

  • Case studies showing real-world benefits for medical professionals

Dedicated Support for Your Organization & Members

We work alongside your leadership team to provide:

  • Co-branded educational materials tailored to your audience

  • Customized consultations for individual members or practices

  • Ongoing support to ensure your members receive the highest level of service

Who We Work With

  • Medical Associations & Specialty Societies (e.g., cardiology, anesthesiology, radiology groups)

  • Hospital & Healthcare Networks seeking enhanced financial wellness programs

  • Physician-Owned Practices & Group Clinics interested in advanced tax planning

  • Locum Tenens Organizations helping doctors stabilize long-term financial planning

Male Doctor

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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