Tax-Smart Financial Advice & Investments
A relationship designed to help you navigate life’s financial decisions:
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Advanced Tax Strategies
Tax minimization is our specialty. We are here to help you navigate advanced tax strategies such as Roth Conversions, charitable strategies, executive compensation, and tax-efficient investment management.
Retirement Planning
Ensure you are on track for retirement with our in-depth financial planning analysis and strategies. We will guide you through each difficult decision to put you on route for a successful retirement.
Investment Management
Customized and diversified investments tailored to your unique circumstances with keen eye on tax-efficiency. We believe in evidence and researched based investments. Our investments are low-cost and commission free.
Transitional Planning
We are experts in transitional planning adding clarity and understanding in difficult times. We welcome clients who are in life transition; and who have experienced a major change that has altered their lives, such as the loss of a loved one or divorce.
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We're not your typical financial advisor
Standard Advisor Offerings
Picking a financial advisor is one of the most important planning decisions you can make. Unfortunately, some advisors will provide only the bare minimum and may not have the credentials or experience to provide great service.
Fiduciary
Fee-Only and one transparent fee for all services
CERTIFIED FINANCIAL PLANNER® (CFP®)
Advanced Tax Strategies and Expertise (IRS EA)
Investment Management
Retirement Planning
Comprehensive Financial Planning
Estate Planning Guidance
Fully Customized Experience
Independent
Oak Summit Wealth Management
Our advisors are leaders holding designations such as the CERTIFIED FINANCIAL PLANNER® (CFP®). As fiduciaries we always put your interests first. We proudly provide all aspects of financial planning in one transparent and easy-to-understand fee.
Fiduciary
Fee-Only and one transparent fee for all services
CERTIFIED FINANCIAL PLANNER® (CFP®)
Advanced Tax Strategies and Expertise (IRS EA)
Investment Management
Retirement Planning
Comprehensive Financial Planning
Estate Planning Guidance
Fully Customized Experience
Independent
FINANCIAL PLANNING CASE STUDIES
Helping you plan with confidence.
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Meet Michael Randall, CFP®, EA
Michael is a Principal at Oak Summit Wealth Management. Michael is a CERTIFIED FINANCIAL PLANNER™, and an IRS Enrolled Agent (EA) with 10+ years of industry experience. Michael specializes in advanced tax planning, wealth management, and investment planning.
Read the Full BioHow to Get Started
1) Free Consultation
The first step to working with Oak Summit is getting acquainted & learning more about your situation to see if we're the right advisors for you
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2) Get a plan
Once you're ready to move forward, we go through our planning process to ensure all areas of your financial life are addressed & planned for
3) Live life
Money isn't meant to be a stressful part of your life. We help with decision-making and provide proactive planning so you can focus on enjoying life
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