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When you picture your life, what do you see? A thriving business? Vacationing around the world? A dinner table full of family and friends? We want to hear about it because we want to help make it happen. Through tax-smart financial planning, we'll provide a roadmap to the future you picture and the data, training, and support to keep you on track. 

Approach

We listen. We care. And we're on your side, designing a plan to pursue your goals for tomorrow. 

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Expertise

From healthcare and construction to technology and entertainment, we've helped hundreds of professionals and small business owners minimize tax liabilities and save for retirement. 

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Blog

Get timely updates and financial tips relevant to your stage of life. 

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Why Canyon Oak Financial?

Why Canyon Oak Financial?

Our team doesn't just include Certified Financial Planners and Certified Public Accountants. It also includes real people who've been in your shoes. We know the struggles and rewards of being a small business owner. We've launched and grown successful companies. We've tended to curious toddlers and sent kids off to college. Although your situation is likely unique, the best part of our job is learning about your needs today and helping you navigate whatever comes next. 

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