The Opportunity
Expand Your Impact and Your Firm
Clients look to you for trusted guidance. Together, we can help them, and your firm, go further.
Deepen Client Relationships
You refer a client looking for a short term reental invetment property.
Differentiate Your Firm
Provide coordinated high level planning.
Create New Revenue Streams
Earn referral fees or participate in revenue sharing.
Stay Focused on What You Do Best
We handle the planning and implementation so you can stay focused on your core expertise.
Our Partnership Model
A Seamless Partnership Built Around You
1. Introduce
You connect your client to Oakwood Summit.
2. You Stay Central
You remain the primary advisor throughout the engagement.
3. Identify Opportunity
You recognize a planning need and bring us in.
4. We Execute
We handle discovery, analysis, strategy development, and coordinate.
5. We Deliver Results
Your client gets a coordinated plan, You stay at the cener of the relationship.
Oakwood Summit handles the planning workload - discover ymeeting, strategy development, coordination, and impmentation management - while your firm stays at the center of the client relationship.
We Handle the Complexity
Retirement & Wealth Planning
Retirement, plan analysis, wealth strategy, and investment coordination.
Insurance & Risk Planning
Life, disability, key person, and business continuity planning.
Succession & Exit Planning
Business succession, strategy, buy sell structures, and exit readiness.
Estate & Attorney Coordination
We handle timely coordination, with attorneys and ongoing advisory reviews.
Attorney Referral Partner Guide
How Attorneys Are Expanding Revenue Without
Adding Staff, Advisors, or Administrative Burden
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A strategic partnership model combining legal planning, tax-efficient wealth strategies, and insurance-based planning solutions - designed exclusively for business owner clients.
Two Ways to Partner
A Partnership That Fits Your Firm
Option 1 : Referral Partnership
You refer qualified clients to Oakwood Summit and remain actively involved throughout the planning process. No licensing required.
Option 2 : Licensed Parntership
For firms or professionals with the appropriate insurance licenses and approvals, we offer revenue sharing.