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.
If 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 TeamInitial 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 ServicesTax rates, interest rates, and inflation can all cut into the value of investment dollars. This article looks at real return on investments.
Before saying “I do,” newly-engaged couples may want to discuss these five key financial topics.
Low inflation may seem like good news, but it has a darker side. See which factors might be driving down inflation in the United States.
An irrevocable life insurance trust can help pay estate taxes, but recent exemption level increases may warrant a new insurance strategy.
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
This calculator can help you determine whether you should consider converting to a Roth IRA.
This calculator is designed to help you attach a dollar figure to your life’s work.