Strategic Partnerships Program
A Proven Referral Model For Tax & Financial Professionals
Program Overview
We created a referral model that allows tax, legal & financial professionals the ability to offer cash balance plan services to their clients, by partnering with our firm. The program is designed to create win-win-win scenario. Where the clients are able to achieve significant tax and retirement benefits, you are able to expand your service offering, and we are able to create more cash balance plans. Our goal is to create a mutually beneficial relationship.
Why Partner With Us
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Solve Your Clients' #1 Financial Pain : Taxes
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Offer High Value Planning Without Having to Become A Cash Balance Plan Expert
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Open New Lines of Revenue
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Zero Overhead Or Staffing Required
How It Works
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The partnership is made up of two unique participants — the Referring Professional (RP) and the Planning Professional (PP) - Oakwood Summit.
The referring professional is a tax or financial professional who typically doesn’t have the time or resources to concentrate on offering advanced business retirement planning services, while the (PP) is Oakwood Summit, a tenured Cash Balance Planning Firm.
Once the terms of the partnership are established, each participant signs a contract to solidify their roles, document their compensation split and formalize the arrangement.
Two Ways to Increase Ongoing Revneue
1. Integrate Our Services Into Your Existing Pricing Model
Offer Business Retirement Plan consulting under your brand as a fractional service. We operate behind the scenes — you provide a premium, high-impact solution to your clients, without taking on compliance risks or additional workload.
You Get:
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A recurring revenue stream built into your existing offer
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White-labeled service delivery
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Plan design, tax strategy, and compliance handled by experts
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Higher pricing power for your firm or advisory services​
2. Share in Revenue Generated From New Business
(For Properly Licensed Financial Professionals)
If you're a licensed professional or hold the appropriate credentials, you can share directly in the revenue generated through from our services. We handle the heavy lifting — you participate in the financial upside.
You Get:
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A percentage of the revenue generated from our services
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Support materials, sales enablement, and co-branded proposals
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Full transparency and real-time updates on referred clients
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New lines of revenue from multi-year client relationships
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Benefits Of The Program
Oakwood Summit works in partnership with the referring professional to understand each client’s unique financial needs. The referring professional retains the client relationship in all partnerships under the program. How much or how little the referring profesional is involved in the process is determined as part of each unique partnership. Some referring professional's take a largely “hands-off” approach while others are actively involved in the broader aspects of business retirement planning but outsource cash balance planninng to their PP partner.
Built-In Program Flexibility
While we provide a framework, the ultimate details of the arrangement are decided by each partner. That means they define the payout, services and client experience. This flexibility helps participants design a model that better meets the needs of their practice and helps them achieve the desired result. Those details are then sealed in an agreement that includes a non-compete clause to safeguard partners.
​A True Win-Win Partnership
This isn’t a handoff—it’s a service extension of your business. The client sees you as the provider of this powerful new solution, and we act as your back-office execution team. You get credit, client retention, and recurring income…without adding any extra work to your plate.
Partnership Resources
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Complimentary Business Retirement Plan Assessment for your clients
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Custom branded marketing tools
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Co-branded presentation decks and materials
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White-labeled service delivery (you look like the hero)
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Open new lines of revenue
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Dedicated partner support team
Partnership Benefits
Comprehensive financial solutions for your clients
A holistic approach to financial planning to help your clients pursue their shortterm and long-term financial goals.
More time to focus on your primary business
Refer your portfolio creation and other wealth management strategies to a trusted partner and have more time to concentrate on your tax and accounting services.
An additional income stream for your practice
Earn a percentage of the revenue generated based on the licenses you hold and the amount agreed on by you and your planning partner.
The ability to retain your clients worry-free
A non-compete clause ensures that you retain your tax and accounting relationship with your clients.
Improved client relationships
The ability to offer additional services your clients are looking for and the combined expertise of two professionals to help them get tax-focused financial solutions.
Frequently Asked Questions
What Do You Provide
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Plan Design & Implementation
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Annual Administration & Compliance
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Ongoing Investment Management
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Full Support for You and Your Client
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White-labeled resources (if preferred)
What types of businesses do you partner with?
We collaborate with CPA firms, financial advisors, professional associations, business consulting firms, and law firms that serve high-income professionals and business owners.
How does a strategic partnership benefit my business?
By integrating cash balance plan strategies, you can provide value-added tax reduction and retirement planning solutions to your clients or members, increasing engagement, retention, and revenue opportunities.
Do I need to be an expert in retirement planning?
No. We provide the expertise, tools, and resources—you simply introduce the opportunity to your clients, and we handle the implementation.
How To Get Started
If you work with high-income business owners and want to offer a premium tax and retirement solution without the burden of building it yourself—let’s talk
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Book a Partnership Call - We'll help you choose the right model based on your business.
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Onboard with Custom Materials - Get scripts, slides, explainer PDFs, and co-branded assets.
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Start Offering or Referring - Introduce clients, integrate our solution, or do both.
Book a call to learn more about becoming a Strategic Partner and growing your business with zero overhead.
