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 ServicesYou 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?"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 TeamAre you familiar with REITs and why they can help diversify a portfolio? Read this article to learn more.
This article explains the four stages of Part D prescription drug coverage and how prices can vary in the coverage gap.
This article looks at documents that should be kept up to date, including wills, trusts, advance medical directives, and beneficiary forms.
This calculator can help you determine whether you should consider converting to a Roth IRA.
Use this calculator to estimate how much income and savings you may need in retirement.
This calculator can help you determine how soon you can pay off your mortgage.