Creating an investment plan that meets your financial goals is a difficult task to undertake by yourself.

At Cannon Financial Strategists, our professionals understand the complexities of retirement planning and asset management and believe your goals can be met by:

  • Asking the right questions
  • Developing a smart plan
  • Maintaining the discipline to see it through

It is this time-tested process that allows us to make your retirement story a successful one.

Understand, Plan, Manage

Since 1984, the professionals at Cannon have used time-tested financial and investment planning practices that enable us to answer all those questions, and more, with confidence. Our approach is well defined:

  • Establish an understanding of your complete financial situation
  • Develop a plan¬†that manages your acceptable level of risk/reward while minimizing fees and taxes
  • Implement the plan through our expert asset management services

Do you know?

  • Do your allocations maximize tax efficiencies?
  • What are the underlying costs of your current investments?
  • How is your current advisor compensated?
  • Does your investment mix match your tolerance for risk?
  • What steps aren’t you taking to prepare for retirement?

Contact Us Today for a Consultation. Get Started