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 TeamWondering whether you should pay off student loan debt today or save for the future? Here are some considerations to help make the decision.
Did you know there still may be reasons to hold money market mutual funds despite low yields? Read this article to find out more.
This article provides an overview of the pros and cons of a type of term policy – return of premium life insurance.
Passively managed index funds and actively managed funds can perform differently over different market cycles. Find out more about each.
Use this calculator to estimate how much income and savings you may need in retirement.
This calculator is designed to help you attach a dollar figure to your life’s work.
A balance sheet summarizes your assets and liabilities and reveals your net worth.