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Read about how financial planning can make an impact in your life:
Age: 38
Overview: Julie's been building her small business for the past 10 years and wants to get a better understanding of taxes and available retirement accounts. She wants to review insurance coverages and costs to make sure money isn't being left on the table.
Questions She Has:
Which retirement account will allow me to contribute the most?
How can I reduce my taxes?
How do I access health care?
Can my spouse/child work for me?
Will hiring employees complicate my healthcare and retirement account options?
How can I pay the least amount of taxes while selling my business in the future?
How Oak Summit Can Help:
Being a small business, we understand the ins & outs of self-employed retirement plans and create a strategy to help you make the best decision for yourself
Through strategic tax planning, we help maximize deductions so you can keep more money in your pocket & your business
Self-employed health care can be confusing, and we lay out a plan to choose the most effective options
We will assist and provide detailed tax analysis and minimization when you are ready to sell your business
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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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.
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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