As a fee-only financial advisor, your clients rely on you for unbiased, strategic financial guidance. High-income professionals and business owners need more than traditional retirement plans to maximize their savings and minimize tax burdens. Our tax advantaged retirement solutions provide an opportunity to help your clients accelerate wealth accumulation while allowing you to expand your advisory services without taking on investment management responsibilities.
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Partnering with Oakwood Summit allows you to enhance your value proposition, deepen client relationships, and increase revenue—all while staying true to your fee-only fiduciary model.
Why Partner With Us
Offer High-Value Tax Planning Solutions to Your Clients
Our tax advantaged retirement solutions are one of the most effective tools for high-income business owners, medical professionals, and independent contractors looking to:
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Significantly reduce taxable income while deferring taxes on contributions
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Create six figure passive income
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Accelerate retirement savings in a structured, tax-advantaged way​
Strengthen Client Relationships Without Managing Investments
Unlike traditional investment management, Cash Balance Plans allow you to:
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Deliver proactive tax and retirement planning strategies
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Retain your fee-only model while offering a high-value service
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Enhance your credibility as a holistic financial expert
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We handle plan design, compliance, and administration, ensuring a seamless experience for both you and your clients.
Expand Your Services & Revenue
Without Changing Your Business Model
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Increase advisory revneue by offering additional tax and retirement benefits to clients
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Deepen relationships with high-net-worth clients
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Attract more business owners, physicians, and high-income professionals
Access Exclusive Training & Support
We provide specialized training and marketing resources to help you introduce Cash Balance Plans to your clients, including:
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Educational webinars and workshops
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White-label client presentations
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One-on-one support for complex cases
