As an attorney advising high-net-worth individuals, business owners, and professional practices, you play a crucial role in guiding them toward financial security, tax efficiency, and long-term wealth preservation. Many of your clients—whether in private practice, partnerships, or corporate law—face significant tax burdens and are seeking strategies to protect their income and optimize retirement savings.
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Partnering with Oakwood Summit allows you to offer advanced tax planning and retirement solutions to help your clients maximize tax savings while accelerating wealth accumulation.
Why Partner With Us
Help Your Clients Reduce Tax Liabilities & Build Wealth
High-earning professionals and business owners often underutilize tax-advantaged retirement plans. Our strategies allow your clients to
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Defer hundreds of thousands in pre-tax contributions annually
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Reduce taxable income while compounding tax-deferred growth
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Optimize retirement savings beyond traditional 401(k) plans
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Strengthen Client Relationships &
Enhance Your Legal Advisory Services
By incorporating advanced retirement and tax planning strategies into your practice, you can:
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Provide more holistic legal guidance for business owners and professionals
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Differentiate your firm with specialized tax planning knowledge
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Build long-term client trust by offering solutions that protect wealth
New Revenue Opportunities
Without Additional Compliance Burdens
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Expand service offerings with high-value financial strategies
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Generate additional revenue through advisory and consultation fees
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Refer clients to a trusted resource while maintaining compliance boundaries
We handle the plan design, administration, and compliance, so you can offer strategic insights without taking on extra regulatory responsibilities.
Exclusive Training & Resources for Legal Professionals
We provide your firm with:
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Co-branded white papers and client guides on Cash Balance Plans
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Webinars and in-person workshops tailored for legal professionals
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One-on-one consultation support to help you serve your clients effectively
Who We Work With
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Tax & Estate Planning Attorneys advising high-net-worth individuals
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Corporate & Business Law Firms working with private practices and partnerships
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Legal Groups & Bar Associations supporting attorneys and their clients’ financial needs
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Employment & Benefits Attorneys helping businesses implement retirement strategies
