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Age: 38
Overview: Julie has spent the last decade building a successful e-commerce business from scratch. While her company is thriving, her personal finances feel disorganized. She's unsure how to maximize retirement savings, reduce taxes, or prepare her business for a potential sale down the road.
Julie worries she’s leaving money on the table — through missed deductions, inefficient insurance coverage, or unclear retirement planning. She wants expert, proactive advice to help her turn her hard work into lasting financial security.
Which retirement plan will allow me to contribute the most and save on taxes?
How can I reduce my overall tax burden each year?
What are my best options for affordable, effective healthcare?
Can I hire my spouse or child to help with the business and gain tax advantages?
How will hiring employees affect my retirement and healthcare benefits?
How can I minimize taxes when I eventually sell my business?
We design personalized self-employed retirement strategies — including SEP IRAs, Solo 401(k)s, and defined benefit plans — to help you maximize contributions and tax savings.
We create tax-efficient business structures and identify deductions to keep more of your earnings working for you.
We guide you through selecting health insurance options that balance coverage and cost for you, your family, and your employees.
We deliver detailed tax planning and business exit strategies to minimize taxes when you're ready to transition or sell.
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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