Partner Resources
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Empowering Advisors to Deliver Advanced Retirement & Tax Solutions
Oakwood Summit partners with CPAs, financial advisors, and business consultants to help them provide high-value retirement and tax planning solutions to their clients — without having to build an in-house team.
Our Partner Resources give you everything you need to integrate our advanced strategies into your services, strengthen client relationships, and generate new revenue streams.
Strategic Partnership Guide
The collaboration is designed to enhance your existing client relationships by providing access to specialized retirement planning strategies. You maintain complete control over client relationships and final recommendations, while Oakwood Summit provides the technical expertise, proposal development, and ongoing plan management. This model allows you to focus on what you do best trusted advisory services while expanding your service offerings to include high-value retirement planning solutions.
Oakwood Summit Introduction Packet
At Oakwood Summit, we specialize in advanced retirement planning strategies for high-income business owners, helping them reduce taxes while building substantial retirement wealth. Our boutique advisory firm works collaboratively with CPAs, financial advisors, and business consultants to implement sophisticated retirement solutions for business owners.
The Wealth Guide for 1099 Medical Professionals
The Complete Tax, Retirement, and Wealth System for Independent Physicians.
Our comprehensive approach addresses every aspect of your financial life, creating an integrated system designed specifically for the unique challenges and opportunities of a 1099 practice.
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Tax & Business Optimization
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Medical Student Loan Repayment Strategies
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Insurance & Asset Protection
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Retirement & Wealth Design
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Cash Flow & Passive Income
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Estate & Legacy Planning
The Tax Strategy Medical Practice Owners Use To Accumulate Seven Figure Retirement Wealth
For high-earning physicians who started late on retirement savings, there's a powerful solution that combines massive tax savings with accelerated wealth building.
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This isn't a loophole or aggressive tax shelter. It's an IRS-approved retirement plan specifically designed to help business owners and high-income medical professionals catch up on retirement savings while receiving enormous tax benefits.
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The next step is a brief, no-obligation consultation to determine whether our approaches would create meaningful value for your specific situation. During this focused conversation, we'll discuss:
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Your current business structure and profitability
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Your maximum annual contribution and tax deduction potential
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Guaranteed retirement income projections with zero market risk
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Existing retirement vehicles and tax planning approaches
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Tax savings and retirement accumulation opportunities