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.
"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 TeamIf you think you're within five to 10 years or so of retiring, you should start by doing a retirement budget, crunch the numbers and see where you stand. The idea is to estimate as best you can the costs you'll face once you retire. Questions? Let us help.
Find out if you're 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 to you, and being genuinely interest in what is important to you.
Our Financial Planning ServicesMillions of Americans own mutual funds. This overview can help you review the mix of funds you own.
Many U.S. states offer a way to avoid probate when leaving the family home to your heirs. Learn more about transfer-on-death deeds.
Discover how indexed annuities work, including the risks and potential benefits of purchasing an indexed annuity contract.
See three options that may help you bridge the health insurance coverage gap between retirement and Medicare eligibility.
How much will it cost to pay off a loan over its lifetime?
Compare the potential future value of tax-deferred investments to that of taxable investments.
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.
Knowing your likely life expectancy is an important factor in making long-term financial plans.