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.
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. 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.
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. 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.
Services
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. Cannon Wealth Management provides a 360-degree view of your overall financial health: including investment, retirement, and tax planning; risk management and insurance planning, cash flow management; and estate and legacy planning.
What comes to mind when you hear the word "retirement?" More quality time with family? Traveling and seeing the world? A cottage beside a quiet beach? Doing all the things you want to do, but never seem to have time for now? With careful planning, these retirement dreams can be possible. But how do you pursue them?
Every good sports team practices both offense and defense. And a well-designed financial plan considers not only where you are, but where you want to be and how to get there. It is imperative, however, to recognize there are unforeseen circumstances and potential risks along the way. Lawsuits, illnesses, accidents, market downturns and other financial risks are facts of everyday life.
Estate planning is a process designed to help you manage and preserve your assets while you are alive, and to conserve and control their distribution after your death, according to your objectives. But it's much more personal than that| what estate planning means to you specifically depends on who you are, and what you care about most.
When did you last invest the time to get clear on your financial goals and objectives? Our financial planning process is designed to help you get clear on how to match your financial resources to your financial objectives. Because everyone has different goals and expectations, each person's approach to investing will be different.
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