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.
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 TeamYou 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?Saving for short-term goals can require a conservative approach. This article explores some guidelines and potential investment vehicles.
The Fed now seeks to control inflation through the benchmark federal funds rate. Find out what this means for investors and consumers.
This article offers a strategy that may help address sequence risk — the danger of poor investment performance at the outset of retirement.
A look at the economic conditions that triggered the 2020 bear market and why investors may benefit from having a longer-term perspective.
How much life insurance would you need to produce a sufficient income stream for your family?
Will you be able to afford nursing home care?