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 TeamEven 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.
Can a Roth IRA double as a college savings tool? Find out how a Roth IRA compares with state-based 529 college savings plans.
Discover how the step-up in basis provision may help reduce capital gains taxes and preserve the value of assets left to heirs.
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.
Compare the potential future value of tax-deferred investments to that of taxable investments.
Use this calculator to estimate how much income and savings you may need in retirement.
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.