We simplify the complex responsibility of sponsoring a retirement plan with comprehensive services that normally require multiple providers.

Our unique service model allows us to provide fiduciary investment management services along with:

A Complete, Balanced Approach to Retirement Plan Services

At Cannon Financial Strategists, we are proud of the experience and education of our retirement plan consultants and advisors, and their ability to deliver comprehensive plan services—from the design phase through employees’ post-retirement lives. We always consider:

  • How to align the objectives of your program with your employees’ various needs
  • Regulatory and industry changes and what adjustments your plan might require

We strive to become your unbiased source of financial guidance and a welcome part of your corporate environment.


Have you asked yourself:

  • Does your plan meet the goals of the company and the employees?
  • Can your existing plan be improved?
  • Are current employee education initiatives sufficient?
  • Is your plan performance meeting expectations?

Contact Us Today for a Consultation. Get Started