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.
​
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
