Our Services

Canyon Oak Financial is a comprehensive financial services firm providing a holistic approach to our clients and their needs:

  • Planning Services
    • Retirement Planning
      • Rollovers*
      • IRA’s – Traditional, Roth, Rollover*
      • SEP’s (for self-employed)*
      • SIMPLE’s (for small business owners)*
      • 401(k)’s (for business owners)*
    • Education Planning
      • College 529 Plans*
      • College Financial Aid Consulting
    • Tax Reduction Strategies
    • Cash Flow Analysis & Debt Management
    • Insurance Review, Analysis & Planning
    • Business Planning (Entity Selection & Formation)
    • Estate Planning
  • Tax and Accounting Services
    • Income Tax Preparation
      • Individual
      • Business
      • Trusts and Estates
    • Income Tax Planning and Consulting
    • Other Accounting
      • Trust Accounting
  • Investments*
    • Fee Based Investment Advisory and Management Services
    • Individual Retirement Accounts (IRA’s)
    • Mutual Funds
    • College 529 Plans
    • Annuities

* These services are offered by Jennifer deSpain through her affiliation with H.D. Vest Investment Services(SM) and H.D. Vest Advisory Services(SM)

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck