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 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 TeamIf 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.Explore the benefits of individual life insurance versus work-based coverage, and compare term and permanent policies.
This article looks at credit quality in the corporate bond market and the potential impact on fixed-income portfolios.
An irrevocable life insurance trust can help pay estate taxes, but recent exemption level increases may warrant a new insurance strategy.
Tax rates, interest rates, and inflation can all cut into the value of investment dollars. This article looks at real return on investments.
Use this calculator to determine whether you qualify for the different types of IRAs.
Will you be able to afford nursing home care?