The Business Owner Financial Challenge
Business owners often wear many hats, but your personal financial strategy shouldn't be one of them. Many owners face similar challenges.
High taxes reduce what you keep.
Wealth is tied up in the business.
Underutilized retirement plan opportunities.
Insufficient protection for you and your business.
Uncertain exit or succesion plan.
The Oakwood Summit Approach
1. Reduce Taxes
Identify advanced tax strategies that can significantly reduce what you pay in taxes.
2. Build Wealth
Redirect those savings into strategies that build personal wealth outside your business.
3. Create Recurring Income
Build recurring income streams that give you more freedom and options for the future.
Who We Work With
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Signifcant annual tax liability
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Net worth primarily tied up in the business
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Desire to build wealth outside the business
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Underutilized retirement plans
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Concerned about retirement income
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Planning for exit, succession, or legacy
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Value proactive, coordinated advice
Industries We Serve
Manufacturing
Healthcare
Professional Services
Retail &
E-Commerce
Construction
Transportation & Logistics
Real Estate
And More
What Could an additional $100,000+ a year do for your future?
Our clients have uncovered signfiicant tax saving opportunities and redirected those dollars toward wealth, retirement and financial freedom.
$162,000 in Annual Tax Savings and a Stronger Retirement Plan
We redesigned their retirment plan and implemented advanced tax strategies that reduced their annual tax bill by $162,000 and helped them save an additional $485,000 for retirement.
Annualized Tax Savings
$162,000+
Additional Retirement Savings
$485,000+
Doubling Retirement Savings While Reducing Taxes
We optimized her plan design and leveraged advanced tax strategies to reduce her tax bill by $104,000 annually while helping her double her retirement savings rate.
Annualized Tax Savings
$104,000+
Increase In Retirement Savings Rate
2x
From Overpaying Taxes to Building Generational Wealth
By implementing a Cash Balance Plan and advanced income strategies, we helped this business owner reduce taxes by $128,000 annually and put more money to work for his future.
Annualized Tax Savings
$128,000+
10 Year Wealth Accumulation
$3.6M+
Comprehensive strategies. Integrated for you.
We bring the right strategies together to help you keep more, build more and create more income.
Advanced Tax Planning
Retirement Plan Design
Income & Wealth Strategies
Risk & Management Protection
Estate & Legacy Planning
Business Succession Planning
Wealth Management & Advisory
Reduce taxes and increase cash flow
Powerful retirement plans for you and your team.
Income strategies to build long term wealth.
Protect what you've built and plan for the unexpected.
Preserve wealth and provide for your family.
Ensure a smooth transition and lasting business value.
Ongoing guidance ato keep you on track and growing.