What if you could legally redirect six figures in taxes… into your own retirement account instead of the IRS?
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Every year, high-income professionals and business owners hand over 40%–50% of their income to taxes. But what if that same money could be used to fund your retirement, reduce your taxes, & secure your family’s future.
At Oakwood Summit, we design advanced retirement strategies for successful business owners and medical professionals — helping them legally redirect significant tax dollars into their own retirement wealth.
You built your business. You take the risks. So why are you still paying the IRS more than you pay yourself?
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Imagine this: it’s April again. You’ve worked hard all year, earned more than ever, and you owe another $300,000 in taxes.
You could buy another piece of equipment.
You could hire another associate.
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Or you could finally start paying yourself first—by using the tax code the same way successful companies and professionals do.
Most business owners and physicians are overpaying taxes—and they don’t even know it.
We’ve seen it over and over
A successful physician, attorney, or business owner builds a thriving practice, earning $500,000… $1 million… even $3 million per year.Yet, despite all their success, they’re still:
Losing nearly half their income to taxes
Behind on retirement savings
Relying on the future sale of their business to fund retirement
Missing out on powerful tax-advantaged strategies that the wealthy use every day
Real Results from Real Clients
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A surgeon in California redirected $250,000 into a custom retirement plan—saving $125,000 in taxes and creating over $2 million in retirement wealth in a 10 year period.
A law firm owner doubled her family’s retirement savings by adding her spouse as an employee, doubling retirement contributions & tax deductions.
A business owner exiting his company used our plan to create a 5-year buyout strategy—funded through deductible retirement contributions instead of taxable installments.
A couple nearing retirement eliminated capital gains on a $2.5 million property sale with a charitable trust and increased their annual income.
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Our team works across multiple industries, collaborating alongside CPAs, attorneys, and financial advisors to ensure full compliance and maximum efficiency.
The Power of Leveraging Tax Planning With Wealth Planning​
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Our retirement plan designs give business owners the ability to slash their tax bill by $100,000 to $200,000+ annually. For individuals in the highest tax brackets, this means keeping significantly more of what you earn while simultaneously building retirement wealth.​​
Retirement Savings
Increased by $250,000 annually
Taxable Income
Decreased by $250,000 annually
Tax Savings
Increased by $100,000 annually
Our retirement program is a complete tax and retirement plan design process for business owners and medical professionals earning over $400,000 annually.
You’ll receive:
Personalized Tax Reduction Analysis – Identify tax deductions you’re missing
Custom Retirement Plan Design – Create a compliant, high-limit plan that fits your income, entity, and goals
Implementation Support – We coordinate with your CPA, actuary, and financial advisor
Ongoing Maintenance – Annual recalculations, filings, and contribution management
Integration Blueprint – How to combine your plan with other wealth accumulation, succession, & charitable strategies
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Benchmarks:
$100,000+ in annual tax deductions
7-figure retirement accumulation in 5–10 years
100% compliance with IRS-qualified plan standards
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Investment: Plan design and setup starting at $5,000, with annual administration depending on plan size.
Stop Overpaying the IRS. Start Paying Yourself First.
Every year you wait is another year of lost deductions, lost compounding, and lost opportunity.
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We design the plan before you invest a dollar
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Every plan meets IRS qualification standards
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We handle the design, coordination, and setup with your existing advisors
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For most clients, the tax savings in year one alone exceed the total cost of implementation several times over
Schedule Your Assessment
Find out how much tax you can legally redirect into your own retirement wealth this year.