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Customized and Comprehensive Retirement Plans
and Individual Financial Services

Cannon Financial Strategists, Inc., is an independent financial services firm with more than 25 years of experience.
We apply sound financial planning principles to employer-sponsored retirement plans and individual financial services.

The majority of our clients have been with us for fifteen years or longer, a testament to our ability to produce and service sound retirement plans and individual investment programs.

You may wish to read more about merchant providers.

Retirement Plans Services

Cannon designs and administers cost-effective, comprehensive retirement programs. We focus on achieving the goals of employers while maximizing benefits to each employee. Our objective is to provide quality financial education to employees, guiding them from the start of employment to retirement and beyond. 

At Cannon we believe:
  • High plan costs significantly erode the long-term benefits to the plan sponsor and participants.
  • An effective program requires constant attention to regulations and industry trends.
  • Employers need a partner who will guide them into best practices of plan design and administration.
  • A retirement plan’s investment options require continuous monitoring.
  • Plan participants deserve quality education and communication based on sound financial planning principles.

Individual Financial Services

Cannon’s mission is to develop a long-term relationship with each client, becoming a trusted partner in reaching his or her financial goals. We provide quality investment strategies based on each individual’s needs and goals, and we will work with you to develop a sound plan based on solid financial planning principles. Our goal is long-term success achieved by leveraging our understanding of investments, tax strategies, and asset allocation.

At Cannon we believe:

  • In developing a long-term relationship or partnership focused on your needs.
  • In a fully disclosed fee-based relationship free of conflicts of interest.
  • Financial services must be priced so that the cost of the services does not exceed the value provided.
  • Investment strategies require constant attention to individual needs and market conditions.
  • Effective management of assets must take into consideration tax structure and planning.

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