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How We Help You
PLAN
BUILD
DEFEND
PRESERVE
Pillars Of Service
Investment Planning
6 Reasons to Work with a Financial Professional
Are Your Investment Decisions Influenced by Emotions?
IRA Eligibility
Risk Management/ Insurance
Long-Term Care Self Insurance
Insurance Strategies: Giving Old Life Insurance a New Purpose
Life Insurance with Long-Term Care Benefits
Disability Income Insurance
Tax Planning
Tax-Deferred Savings
Roth IRA Conversion
How Pre-Tax Contributions Affect Your Paycheck
The Pros and Cons of a Big Tax Refund
Estate & Legacy Planning
Help with College: A Gift for Your Grandkids
Do You Know Who Your Beneficiaries Are?
Are Your Designated Heirs Up-to-Date?
Avoiding Probate with a Transfer-on-Death Deed
Trusts Offer More Than Estate Tax Protection
Cash Flow Management
Retirement Planning
Cost of Retirement
Our Advisors
William "Barry" Amburn, CPA
Matt Hearn, ChFC®, CFP®
Joseph "Joey" C. Perkins, Jr., CPA
Raymond "Chip" H. Wilcox
Service Team Members
Kimberly Stone
Lynette Joyce
Adam McMillian
John Lovette
Resources
"Are My Investments A Good Fit?"
Our Financial Planning Services
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FORM ADV PART 2A
ADV Part 2A Wrap Brochure
Form CRS
Contact Us
Plan. Build. Defend. Preserve.
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Address:
2160 Country Club Road
Winston Salem
,
NC
27104
Phone:
336-231-6844
Fax/Other:
336-723-0094
E-mail:
info@cannon-wealth.com
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