Insurance planning.
Protect the people and business you’ve worked so hard to build.
Built for family-owned, service-based businesses.
At Canyon Oak Financial, we know insurance isn’t about products—it’s about protecting your family, your employees, and the legacy of your business. For owners, it’s often the difference between a smooth transition and a scramble when life takes an unexpected turn. We help you identify the right coverage, integrate it into your overall plan, and make sure policies keep up as your business and life evolve.
What you can expect:
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Review of current policies to uncover gaps, overlaps, or inefficiencies
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Tailored recommendations for life, disability, and long-term care coverage
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Business continuity strategies (e.g., buy-sell agreements, key person insurance)
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Integration of insurance with tax and estate planning
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Coordination with trusted carriers and your legal/accounting professionals
Common questions:
Do I really need more insurance if I already have coverage?
Maybe, maybe not. We evaluate what you already have, determine if it’s enough, and only recommend adjustments if your coverage no longer fits your life or business.
Can insurance help protect my business during a transition?
Yes—tools like key person insurance and buy-sell agreements can provide liquidity and stability if an owner, partner, or critical employee leaves unexpectedly.
How does insurance fit into my retirement or estate plan?
It’s often the bridge that ensures your heirs or partners aren’t forced to sell assets to cover taxes or debts. We align coverage with your broader retirement, estate, and succession strategies.
Why families choose Canyon Oak Financial.
Integrated, not siloed
Insurance reviewed alongside financial, tax, and estate plans.
Built for transitions
Coverage designed to protect both personal and business wealth during life’s biggest shifts.
Small team, big context
We know your story, so recommendations aren’t generic—they’re rooted in your actual risks.
Local roots
We help protect what matters in a way that reflects local costs, taxes, and realities.
Gain confidence that your family, team, and businesses will remain steady even if the unexpected happens.
Address
5950 Canoga Avenue, Suite 601, Woodland Hills, CA 91367
Phone
818.883.4800
Fax
818.883.9222
Securities offered through Registered Representatives of Cetera Financial Specialists LLC (doing insurance business in CA as CFGFS Insurance Agency LLC), member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC. Cetera entities are under separate ownership from any other named entity.
Investments are NOT FDIC/NCUA INSURED, NOT A DEPOSIT, NOT INSURED BY ANY GOVERNMENT AGENCY, NOT BANK/CREDIT UNION GUARANTEED, MAY LOSE VALUE.
This site is published for residents of the United States only. Registered Representatives of Cetera Financial Specialists LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site, visit the Cetera Financial Specialists LLC site at www.ceterafinancialspecialists.com.
Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.