How We Help You
BUILD
DEFEND
PRESERVE
Pillars Of Service
Investment Planning
6 Reasons to Work with a Financial Professional
Are Your Investment Decisions Influenced by Emotions?
IRA Eligibility
Risk Management/ Insurance
Long-Term Care Self Insurance
Insurance Strategies: Giving Old Life Insurance a New Purpose
Life Insurance with Long-Term Care Benefits
Disability Income Insurance
Tax Planning
Tax-Deferred Savings
Roth IRA Conversion
How Pre-Tax Contributions Affect Your Paycheck
The Pros and Cons of a Big Tax Refund
Estate & Legacy Planning
Help with College: A Gift for Your Grandkids
Do You Know Who Your Beneficiaries Are?
Are Your Designated Heirs Up-to-Date?
Avoiding Probate with a Transfer-on-Death Deed
Trusts Offer More Than Estate Tax Protection
Cash Flow Management
Cash Flow Analysis
The Latte Habit
College Funding
Spotlight on Student Debt
Savings Goals
Retirement Planning
The Basics of Social Security Retirement Benefits
Cost of Retirement
Leaving Your Employer? Don’t Forget Your Retirement Savings Plan
Bridging the Gap Between Retirement and Medicare Eligibility
Pillars of Excellence
William "Barry" Amburn, CPA
Matt Hearn, ChFC®, CFP®
Joseph "Joey" C. Perkins, Jr., CPA
Cindy L. Edwards, CRPS®
Kimberly Stone
Kimberly's Blog - A penny invested for your thoughts.
Carol Uselman, AAMS®
Melissa Schoon
Resources
Our Financial Planning Services
HOT TOPIC: All Eyes on the U.S. Economy as It Caps Off Decade of Growth
Financial Management Insight: Strategies to Help Build Your Future
Understanding Social Security and Medicare: America’s Retirement Safety Net
Financial Protection: Using Insurance to Help Manage Life’s Risks
Videos
Should You Pay Off Debt or Save for Retirement?
Financial Planning: Helping You See the Big Picture
Do You Know Who Your Beneficiaries Are?
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What’s the Real Return on Your Investments?
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Research and News
LPL Research & News
LPL House of Charts
Upcoming Cannon Educational Series Events and Webinars
Volunteer Opportunities - Community Give Back
2019 Cannon Educational Seminars - A night with Dr. Ed Shaw discussing his book, Keeping Love Alive as Memories Fade: The 5 Love Languages and the Alzheimer's Journey.
Contact Us
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Address:
2160 Country Club Road
Winston Salem
,
NC
27104
Phone:
336-231-6844
Fax/Other:
336-723-0094
E-mail address:
info@cannon-wealth.com
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www.cannon-wealth.com
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