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What happens when your financial strategy is off target? Your goals, your retirement savings, and your legacy can suffer. A financial plan is only as good as the sum of its parts. Cannon Wealth Management provides a 360-degree view of your overall financial health: including investment, retirement, and tax planning; risk management and insurance planning, cash flow management; and estate and legacy planning.
First, we listen to you because each person has his or her own set of priorities and goals. Next, you'll receive a personalized strategy that grows with you through each phase of your life for a life well planned. Then, together, we'll review and periodically adjust your plan because life is a moving target.
Armed with the information you need to establish your goals, you'll be strategically positioned to answer these critical questions:
Have I built up enough for retirement? | Am I protected? | Is my estate preserved?