CPA & Advisor Partnerships: Collaborative Growth
Oakwood Summit partners with CPAs, attorneys, and advisors to deliver advanced retirement strategies for high-income clients—without adding complexity.
We enhance your services, increase revenue, and protect your client relationships as an extension of your team.
White-Label Solutions
Our materials and deliverables can be
provided under your brand, allowing you to maintain consistent client communication while leveraging our specialized expertise.
Revenue Sharing
We offer flexible compensation
arrangements including referral fees, revenue
sharing, and other structures that align with
your business model and regulatory requirements.
Technical Support
Our team provides comprehensive technical
support, including detailed analysis, plan design, and implementation assistance
for your clients' specific situations.
Education & Resources
At Oakwood Summit, we believe informed clients make better financial decisions. That's why we've developed a comprehensive suite of educational resources designed to help business owners and their advisors understand the complex world of advanced retirement planning.
Our approach combines technical expertise with clear, accessible explanations that demystify these sophisticated strategies.
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 & Implementation Guides
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.
If you would like to see how this work, check out our webinar recording
This is the same presentation we deliver as continuing education to CPA societies, legal associations, and financial professional groups across the country.
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​​What you'll learn
Why traditional retirement strategies like 401(k)s and IRAs aren’t enough
...and how most owners are underfunded for retirement by 6- or 7-figuresHow to turn taxes into wealth
...by using IRS-approved plans designed for high-income entrepreneursWho qualifies and how it works
...whether you’re a solo owner or employ a small teamReal-world tax savings examples
...for professional firms, medical practices, and successful business owners
Next Steps
1. Schedule an Introductory Call
Meet with our team to explore how our partnership model can fit your practice and benefit your clients
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2. Review the Partnership Framework
We’ll walk you through our process, compensation structure, and support resources
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3. Identify Ideal Clients
Together, we’ll outline which of your clients could benefit most from advanced retirement and tax strategies
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4. Launch with Confidence
We handle plan design, implementation, and client education—so you can expand your services without extra work
Get Started Today
Contact us to schedule your introductory call, we look forward to speaking with you
