top of page

Next Steps After The Webinar. If You Would Like To See a Proposal Please Use the Calendar Link Below To Schedule a Consultation

Oakwood Summit 

info@oakwoodsummit.com

Tax Strategies | Retirement Income | Legacy Wealth

© 2025 by Oakwood Summit

Home

About Us

Strategic Partnerships

Webinar

Contact Us

The information provided on this website is for general informational and educational purposes only and is not intended to be, and should not be construed as, legal, tax, investment, or accounting advice. You should consult your own legal, tax, and financial advisors before making any decisions based on the information provided.Cash Balance Plan services offered through this site are provided as part of a consulting relationship and may involve coordination with third-party actuaries, TPAs, and investment advisors. While we strive to ensure accuracy and compliance, we do not provide legal or tax filing services. All plan designs are subject to IRS rules and Department of Labor regulations and may vary based on individual business circumstances.Past results are not a guarantee of future outcomes. The value of tax savings and retirement benefits will vary depending on your income, entity structure, contributions, and overall financial strategy.This website and its content are intended for use by business owners and financial professionals who understand the risks associated with retirement planning and tax strategies. By using this site, you acknowledge that you have read and understand this disclaimer and agree to its terms.For specific advice tailored to your situation, please schedule a consultation with a qualified advisor.

bottom of page