Two Separate Firms - One Common Goal
At Cannon Tax & Accounting and Cannon Advisors, we believe we are uniquely qualified to help make your money work for you with the best tax outcome possible. Each firm's clients have the opportunity if they choose to benefit from the strength of two unified yet separate teams of advisors in tax, accounting and consulting services offered through Cannon Tax & Accounting, Inc. and private wealth management, financial planning and risk management offered through Cannon Advisors, Inc. Drawing on the wisdom of our combined experiences, each will work diligently to keep you informed of new opportunities and risks. Operating without the conflicts and hierarchies present in many larger firms ensures you receive responsive issue resolution and a nimble adaptation to changing needs.
Founded over 3 decades ago, Cannon Tax & Accounting has evolved into a second generation full service tax and accounting firm.
Cannon Tax & Accounting founder, Edward H. Cannon, long ago envisioned an independent firm which would provide truly custom, needs based solutions for his clients. As an early pioneer, Ed Cannon identified the need and benefit of clients obtaining both tax consulting and independent financial advice thus helping to coordinate most aspects of his client’s financial lives.
His firm has progressed over the years to include additional family members and other dedicated team members who add personal experience, specialized talents, unique perspectives and additional services. As separate family based firms, Cannon Tax & Accounting and Cannon Advisors are renowned for their straight forward advice and close personal touch.
For nearly 35 years, Cannon Tax & Accounting has striven to know their clients – their needs, priorities, goals and aspirations. The two separate Cannon teams of dedicated specialists then use this information to design unbiased, custom solutions to help pursue these personal goals for each and every client.
A Living Trust Primer
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
The Financial Literacy Crisis
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Lots of Variables with Fixed-Rate Mortgages
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
Taking regular, periodic withdrawals during retirement can be quite problematic.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator can help you estimate how much you may need to save for retirement.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Use this calculator to compare the future value of investments with different tax consequences.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some smart strategies that may help you pursue your investment objectives
There are three things to consider before dipping into retirement savings to pay for college.
If you died, what would happen to your email archives, social profiles and online accounts?
Do you know these three personal finance sayings?
Understanding the cycle of investing may help you avoid easy pitfalls.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Smart investors take the time to separate emotion from fact.