Your Financial Vision, Clearly Defined
Secure Your Future with Smart Financial & Tax Strategies
Comprehensive financial planning tailored to your business and life goals. From taxes to payroll, we simplify complex decisions so you can focus on growth, wealth, and future security with confidence.
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Clarity First
We break down complex tax and financial strategies into clear, understandable plans.

Results-Focused
We align every move with your specific short- and long-term goals.

Personalized Support
You’re never treated like a number—your needs shape every solution.
About Us
Focused Financial Strategy That Moves You Forward
Oakwood Summit, LLC delivers precision-driven financial planning for individuals and businesses looking to grow wealth and minimize tax burdens. We specialize in retirement planning, payroll integration, CPA coordination, tax strategy, and long-term financial growth. Our approach is grounded in clarity, transparency, and practical implementation. Every solution is designed with your current financial picture and your future ambitions in mind. Whether you’re building toward retirement, managing payroll, or making strategic business decisions, we provide structure and insight you can rely on. Our methods are refined through years of industry understanding and forward-thinking planning models that adapt as you evolve. Your growth is always the priority.
Smart Planning. Real Outcomes.
Solutions That Drive Results
No matter where you are in your financial journey, we help simplify the process. From retirement and tax planning to payroll coordination, our clear approach gives you confidence. We provide structured solutions that lead to measurable results—so you stay in control and on track toward lasting financial strength.
Retirement Consulting Services In Rio Rancho NM

Retirement Planning

Tax Planning

Payroll Integration

CPA Coordination

Wealth Accumulation

Business Tax Strategy
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Start With a Plan
We believe that strong financial planning begins with a conversation. Let’s talk about where you are now and where you want to be. Our complimentary consultation will provide you with a roadmap you can trust—without obligation. Take the first step toward a more secure financial future today by requesting your free quote.
Get in touch
Let’s Talk About Your Goals
Whether you’re ready to get started or have questions about your options, we’re here to connect. Reach out today to discuss how we can align your financial strategies with your life and business goals. Every message gets a thoughtful response—because your future deserves focused attention and real solutions.
- (505) 892-1209
- info@oakwoodsummit.com
- Rio Rancho, NM 87144
Our Client’s Feedback
What Our Clients Say
Clients value our honest approach, strategic insight, and consistent results. From tax savings to retirement readiness, we help make important financial decisions easier and more impactful. Their success stories are proof of the clarity and direction we deliver.

Lisa Hauck
Client
The service I received from Oakwood Summit LLC was exemplary. Thanks much