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 to you, and being genuinely interest in what is important to you.
Our Financial Planning ServicesIf 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."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 TeamAs policyholders age, life insurance could help supplement retirement income, support a surviving spouse, and/or leave a legacy.
Even if you and your spouse have separate retirement accounts, you may still be able to craft a unified savings and investment strategy.
Surprised by the final numbers on your 2018 tax return? Here are some tips for adjusting withholding to help avoid surprises next tax season.
See potentially expensive services Original Medicare doesn’t cover and how Medicare Advantage, Medigap or private insurance might help.
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
How much do you need to save each year to meet your long-term financial goals?
How Long Will Your Funds Last?
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.