Phoebe Putney has partnered with Cannon Financial Strategists to offer retirement planning guidance and counsel.
You have a trusted partner who understands your needs and is committed to helping you reach your retirement goals. Your Cannon advisors are available for one-on-one retirement planning counsel.
Advisory Services
Our advisory services focus on three core concepts that we feel serve as the foundation for a successful retirement plan. We focus on:
- 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 Transamerica Account (Call 1-800-797-2643 for help obtaining your login and password)
- Social Security statement(s); Get the latest at www.ssa.gov
- Information on any retirement accounts outside Phoebe Putney
We know every person’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. When scheduling a meeting with your advisor, any specific questions or concerns can be included in the comments section during the meeting scheduling process.
Group Presentations
Throughout the year, Cannon advisors present on the following topics:
- Retirement Readiness
- Social Security Planning
- SmartDollar
Check with your HR Department to confirm when the next presentation is scheduled.
SmartDollar®
SmartDollar will help you reach your money goals with a proven, easy to follow, step-by-step plan to help you get out of debt, save for retirement, and make the most of your money.
- Easy Online Access
- Inspiration
- Tools for Success
SmartDollar is a 100% paid-for company benefit designed to meet you where you are. Whether this is your first job or you’re nearing retirement, SmartDollar can help!
Get started by creating your FREE SmartDollar account here
Resources
Quick access to our most often used resources.
If you have additional questions, your Cannon advisors are here to help.
Contact information: [email protected]
