Retirement strategies.
Build a future you can count on—for yourself, your family, and your team.
Built for family-owned, service-based businesses.
At Canyon Oak Financial, retirement planning goes beyond replacing your own paycheck. For business owners, it also means making sure your employees, partners, and family members are supported. That includes planning for your personal retirement income, positioning your business for transition, and structuring retirement benefits that attract and retain the right people. We’ll help you connect every piece.
What you can expect:
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A clear income plan so you know where your personal retirement paycheck is coming from
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Tax-efficient distribution strategies to keep more of what you’ve earned
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Integration of retirement accounts, Social Security, and business equity into one plan
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Guidance on designing and managing employee retirement plans (401(k), SIMPLE, SEP, cash balance)
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Succession and transition planning that protects both your lifestyle and your team
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Ongoing adjustments as your business, family, and workforce needs evolve
Common questions:
How much do I need to retire?
It depends on your lifestyle, goals, and resources. We create projections, stress-test different scenarios, and build a roadmap so you know what’s required to retire securely.
Can you help if most of my wealth is tied up in my business?
Yes—we integrate business valuation, liquidity options, and retirement account savings so you can step away when you’re ready without being “locked in” to the business.
Do you help with retirement plans for employees?
Yes—we guide you in selecting and managing the right plan for your team (401(k), SIMPLE, SEP, or others), making sure it aligns with your tax strategy and supports both your people and your bottom line.
Why families choose Canyon Oak Financial.
Integrated, not siloed
Owner retirement and employee plans coordinated with investments, taxes, and succession.
Built for transitions
Whether you’re retiring, selling, or handing down the business, we make sure every angle is covered.
Small team, big context
We know your story and your workforce dynamics, so plans are designed around the realities of your business.
Local roots
Southern California experience with the retirement, tax, and business realities unique to the region.
Gain clarity around your own retirement and confidence in supporting employees.
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.
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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.