Cannon Financial Strategists advisors are available for retirement planning guidance and counsel.
Advisory Services
Our advisory services focus on three core concepts that we feel serve as the foundation for a successful retirement plan. Meetings will 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 and statements from The Piedmont 401(k) TomorrowPlan at Fidelity CLICK HERE
- Login information and statements from The Lincoln Alliance 403(b) & 401(a) CLICK HERE
- Social Security statement(s); Get the latest at www.ssa.gov
- Any other retirement investment information you would like for us to review
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.
Resources
Quick access to our most often used resources.
