What happens when your financial strategy is off target? Your goals, your retirement savings, and your legacy can suffer. A financial plan is only as good as the sum of its parts. The financial professionals at Cannon Wealth Management provide a 360-degree view of your overall financial health, including investment, retirement and tax planning; risk management/insurance; cash flow management; and estate and legacy planning.
You should start by asking yourself: what do I enjoy most? where do I want to spend my time? what would I love to do if money were no obstacle? Then, let us help you crunch the numbers to see where you stand. Got questions? Give us a call to set up a no-obligation, complimentary discussion.
Am I Ready?Initial Consultation - Always Free - No Obligation. We never charge a fee to learn more about you and your goals. We pride ourselves in listening first, and being genuinely interested in what's most important to you.
Our Financial Planning Services"Great partnerships make you better than you are. They multiply your values, enable you to do what you do best, allow you to help others do their best, give you more time, help you fulfill the desires of your heart, and compound your vision and effort." - John C. Maxwell
Our TeamA Unit Investment Trust is structured differently than a mutual fund or ETF. Could its unique features help you ladder your investments?
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Passively managed index funds and actively managed funds can perform differently over different market cycles. Find out more about each.
Lower tax rates and asset values may make now the time to consider a Roth conversion. This article outlines the rules and potential benefits.
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This Cash Flow Analysis form will help you weigh your income vs. your expenses.
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 72.
November 24, 2020 @ 02:49 PM
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