We’ve created a simplified, successful approach to retirement services and planning.
Cannon Financial Services was founded on a unique service model: satisfy a variety of roles that normally require multiple providers. Whether we’re assisting plan sponsors in the development and oversight of their employee’s retirement plan, or guiding individuals through the challenges of retirement income planning, our continuous goal is the delivery of prompt and thorough service.
The proof of our success in this goal is evident in the longevity of our client relationships—many of our relationships extend more than 20+ years.
Cannon Financial Strategists: The Beginnings
Cannon Financial Strategists, Inc. was founded in 1984 in Athens, Georgia, as a fee-based financial planning firm. Using proven financial planning principles, we focused on creating a niche by designing the best possible retirement plans for non-profit and for-profit entities while also helping individuals prepare for their financial future.
We quickly expanded our service offerings as a full service retirement plan services consulting firm with an impressive client roster in the non-profit and government sectors. Today, we continue to provide consulting, administration, communication and Registered Investment Advisor services designed to help employers and employees maximize the benefits of retirement programs.