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)