At Oakwood Summit, we’ve developed a partnership model that allows financial professionals to expand their value, increase revenue, and deepen client relationships — while we handle all the technical design, compliance, and implementation work behind the scenes.
Oakwood Summit’s Strategic Partnership Program
Offer sophisticated, high-value retirement planning solutions under your own brand—without managing the complexity or compliance yourself.
We handle the design, administration, and ongoing management of advanced retirement strategies, including:
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Defined Benefit Plans
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Cash Balance Plans
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Hybrid Retirement Plans
You remain at the center of the client relationship while we provide the technical expertise, plan implementation, and ongoing administration—allowing you to expand your services and deliver greater value without added risk or workload.
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 advanced retirement plans, 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
On-Demand Learning
Our on-demand webinars and educational videos allows you to explore advanced retirement planning concepts at your own pace. These resources cover everything from the basics to advanced tax optimization strategies for high-income business owners.
Professional Development
For CPAs and financial advisors, we offer specialized training programs that provide both technical knowledge and practical implementation guidance. Many of these programs qualify for Continuing Professional Education (CPE) credits, helping you maintain your professional certifications while expanding your expertise.
Case Studies
Our extensive collection of real-world case studies demonstrates how these strategies have been successfully implemented across various industries and business structures. These examples provide concrete illustrations of
potential outcomes and implementation approaches.
Custom Proposals
Our custom proposals allow you to estimate potential tax savings and retirement accumulation based on your specific business situation. Our proposals provide immediate insights into how these strategies might benefit your particular circumstances.
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.
