Who We Help: Executives
We understand – balancing your career, family, and personal financial goals isn’t easy.
Some Examples of Who We Help
*Not actual clients
Tyler
IT Director
Needed help optimizing his taxes and staying on track for retirement.
Will
VP of Sales
Wanted reassurance of his financial path and to delegate the stress of managing his investments.
Brett
Sr. Project Manager
Didn’t know what he didn’t know.
Anne
Product Manager
Decided to engage with Canyon in order to find the right path to retirement.
How we help corporate leaders
Challenges We Solve:
- Complex Compensation Packages: Navigate your stock options, bonuses, and deferred compensation for optimal tax and investment strategies.
- Tax Optimization: Proactive tax planning that evolves with your compensation and tax law changes.
- Retirement Readiness: Transition from earning a high income to relying on a smartly structured retirement plan.
- Wealth Preservation: Protect and grow your wealth while mitigating risks associated with market fluctuations and economic downturns.
- Legacy Planning: Ensure your success benefits your loved ones and the causes you care about through effective estate planning.
Areas of Practice
Full Service Financial Planning and Investment Management
Investment strategy that aligns with your unique financial ambitions with a high awareness of taxes and expenses.
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We’ll guide you through smart, tax-efficient planning to enhance your financial well-being.
Our planning process is centered on carving out a path to a secure and fulfilling retirement.
We’ll help you keep your assets safe and ensure they are transferred according to your wishes, providing peace of mind for you and your family.
Through custom planning, we’ll help to reveal any blind spots in your risk management.
We’ll help you set clear, achievable goals, and create a roadmap to reach them, adjusting as your life evolves.
Want to see how we can help?
Find a time on Jake’s calendar for an intro call