Advanced Retirement Strategies, Done-for-You
Offer advanced retirement plans without the extra work
Your clients rely on you to provide expert guidance on growing and protecting their wealth. Many high-income business owners and professionals need sophisticated retirement planning solutions that go beyond traditional 401(k)s.
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Oakwood Summit’s partnership program allows you to offer these advanced strategies under your brand, without managing the complex design, administration, or compliance yourself. You stay at the center of the client relationship while we provide the technical expertise and implementation.
Who Is This Program For
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CPAs serving high-income business owners and medical professionals
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Attorneys advising clients on business succession or estate planning
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Financial advisors looking to expand retirement planning services
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Firms seeking a turnkey solution for advanced retirement strategies
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If you want to enhance your offerings, provide more value, and deepen client relationships, this program is designed for you.
Here’s how the partnership works
1. Done-for-You Plan Design & Compliance
We handle all plan design, actuarial work, and IRS compliance—so you can focus on serving your clients with confidence.
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2. Seamless Client Integration
We work behind the scenes to implement and manage the retirement plans, while keeping you at the center of the client relationship.
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3. Ongoing Training & Support
Access education, tools, and resources to identify opportunities and confidently present advanced retirement solutions to your clients.
Partner Resources
Strategic Partnership Guide
Discover how to partner with Oakwood Summit to deliver advanced tax and retirement planning strategies to your high-income business owner and professional clients — without adding workload or needing specialized expertise. This guide outlines our turnkey partnership model, how firms can white-label our services, and the proven process to generate new recurring revenue while deepening client relationships through powerful, tax-smart retirement 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.
Cash Balance Plans 101 - Video
This short video highlights the key benefits of a Cash Balance Plan, including the ability to make higher retirement contributions than a traditional 401(k), reduce taxable income through significant tax savings, and accelerate long-term retirement growth. It provides a clear, easy-to-understand overview of how these plans work and why they can be a powerful tool for high-income business owners and professionals.
Cash Balance Plan Intake Form
This form collects essential information from business owners and high-income professionals to evaluate eligibility for a Cash Balance Plan. It gathers details about income, business structure, and retirement goals, allowing Oakwood Summit to design a customized, tax-efficient retirement strategy. Completing the intake form is the first step toward maximizing contributions, reducing taxes, and building long-term, tax-advantaged wealth.
Cash Balance Plan White Paper
This in-depth white paper explores the advantages of Cash Balance Plans for high-income business owners and professionals. It covers how these plans allow for higher retirement contributions, deliver substantial tax savings, and accelerate long-term wealth accumulation. The paper provides detailed insights, examples, and strategies to help readers understand how a Cash Balance Plan can fit into a comprehensive retirement and tax strategy, making it an essential resource for informed financial decision-making.
Our educational approach emphasizes practical, actionable knowledge rather than abstract theory. We focus on helping you understand not just what these strategies are, but how they can be applied to your specific situation to create meaningful financial impact.
All of our resources are regularly updated to reflect current tax laws and regulatory guidance, ensuring you always have access to the most current information.
Next Steps : Becoming a Strategic Partner
Expand your service offerings and deliver high-value retirement solutions without added complexity.
1. Schedule a Consultation
Talk with our team to learn how our advanced retirement plan partnership works and how it can benefit your clients.
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2. Explore Plan Opportunities
We’ll review your client base and show where sophisticated retirement strategies can create maximum impact.
3. Launch with Confidence
Once onboard, we handle plan design, administration, and compliance while you stay at the center of the client relationship.
