About Us |
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Charles Cannon | President
At Cannon Financial Group we are proud to work from a core business philosophy of ALWAYS finding what is best for our Client. 90% of our Personal Client Engagements come from Retired and Pre-Retired (within 6-8 years).
As a group, our clients usually have many of the same concerns, which we see time and time again: - How to make their life savings safe and secure, while ensuring a lifetime income. - Taxes-especially the likelihood of future increases. - Inflation - how to keep current buying power forever. - How to choose the correct Social Security election (irrevocable). - How to replace income if they lose a spouse. - How to guard against the costs of a catastrophic illness. - How to leave IRA monies tax free to spouses, children or grandchildren. Perhaps you share some of these same concerns. At Cannon Financial Group we always take a Needs and Goals Approach to each new case we work on. Our services are available to qualifying Retirees and Pre-Retirees. By working with the client to assess goals and needs, we are then able to design a dynamic plan to attain those goals, we then work with our clients in implementation and ongoing monitoring of the plan to ensure success. Call us today, (503)-260-0607, for a complimentary review of your situation, we can help. |
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Our Services
What We Do For Clients |
Asset Protection
Retirement doesn’t mean that it’s time to stop growing. Same holds true for your money. It should mean, however, that it’s time to stop taking unnecessary risk.
We specialize in helping retirees protect their retirement assets while continuing to move forward. |
Family Legacy Planning
Many of our clients want to leave a legacy for their children and grandchildren and are shocked to learn how easy it is to double, even triple their inheritance – TAX-FREE AND GUARANTEED!
We also work with our clients and help them embrace their own mortality and be prepared for the loss of a spouse and the income burdens this can often create. |
Extended Care Solutions
Long-term care/extended care costs have gone up substantially in the last 10 years. Unfortunately, the statistics are not in our favor, a plan to address these costs should be included in every retirement strategy.
The good news is we work with hybrid insurance plans that leverage your dollar in case you need it for extended care, but remain 100% accessible for withdrawal if you don’t. |
Retirement Income
Creating an income plan to last throughout retirement is perhaps the single most important challenge retirees will face. It’s very likely to spend 30 years or more living in retirement without earned income.
We create a customized retirement income plan, encompassing all sources of income, for each one of our clients and no two plans are exactly alike. Let us get to work on a plan for you. |
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Nine Tips To Help Navigate
Your Social Security Decisions These eye-opening points could mean the difference
of thousands of dollars to you in retirement. 
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Download your FREE COPY now!
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