Our Services
Nine interrelated wealth management issues — coordinated into one plan built around your life.
In our experience, there are nine wealth management issues that matter most to our clients. Each is interrelated and acts like a balancing scale — adjust one, and it affects the others. A properly structured financial plan lets you face any challenge at every stage of life. Through the planning process, we help you assess your needs, develop strategies to pursue your goals, and strengthen your financial future.
The Nine Pillars of Your Plan
Investment Management
We step outside the “style box,” allocating across domestic, global, and sector trending strategies, conservative hedging, non-correlated alternatives, and fixed income — aiming to reduce today’s market risk while growing your wealth for the long haul.
Tax Coordination
Through our relationship with Cannon Tax & Accounting, we manage your assets to the reality of your tax situation — closing the gap where the left hand doesn’t know what the right is doing, and keeping more money in your pocket each year.
Family Risk
An efficiency study helps ensure survivors are cared for in the event of death or disability. We review whether insurance coverage is appropriate and fairly priced, along with disability, long-term care, and final-expense needs.
Cash Flow & Debt Management
We formulate strategic plans to help reduce debt and manage day-to-day cash flow decisions with confidence.
Retirement Planning
No one wants to outlive their savings. By setting a goal, building a plan, monitoring progress, and adjusting as needed, we help increase your chances of a comfortable, lasting retirement.
Education Planning
College costs rise every year. Early planning is essential — we recommend options to help fund education for your children, grandchildren, nieces, or nephews.
Business Planning
We consult business owners on financial statements, payroll, budgeting, hiring, local resource introductions, buy-sell agreements, disability, and succession — helping avoid problems that could disrupt your income.
Legacy / Estate Planning
Proper planning saves your family anxiety, time, taxes, and expense. We educate clients on wills, living wills, durable and healthcare powers of attorney, and a variety of trust arrangements — and help coordinate them.
Special Planning
Life brings the expected and unexpected — a wedding, a dream vacation, a second home, or a surprise expense. Planning for both is vital to achieving your goals.
Hear How We Put It All Together
Tap a question below and our team will walk you through how these services work in real life.
Every Decision, Made With Taxes in Mind
In collaborating with Cannon Tax & Accounting, we are always mindful of the tax implications that accompany any financial decision. Each of the nine wealth management issues carries tax consequences — and by working together, our two teams help you understand them and plan accordingly.
Ready to build your plan?
Schedule a complimentary, no-obligation conversation with a Cannon Advisors team member.