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:
- Plan design consultation
- Compliance & administration
- Unbiased participant education and advisory services
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.