Your employer has partnered with Cannon Financial Strategists to offer retirement planning counsel.
That means you have a trusted partner who is on your side, understands your needs, and is committed to helping you reach your retirement goals. We educate and advise by creating personal, long-term relationships. Your Cannon advisors are available for one-on-one retirement planning counsel as well as group education sessions.
Core Retirement Plan Concepts
Participant education focuses on three core concepts that we feel serve as the foundation for a successful retirement plan. We teach:
- How to save, including the benefits of tax-preferred savings.
- How to invest, starting with proper asset allocation.
- How to retire, with the help of intelligent income-replacement planning.
Meeting Checklist
To make the most of your meeting, it is helpful if you bring:
- Login information for your 403(b) plan
- Social Security statement(s); Get the latest at ssa.gov
- TRS benefit information
- Information on non-403(b) investment accounts
We know every participant’s retirement planning needs are different, so check with your Cannon advisor prior to the meeting to inquire about any other information you need to supply.
Resources
Quick access to our most often used resources.
