Two Separate & Independent Teams
Having the option to work with two separate teams who can help coordinate your affairs by connecting the dots between your tax and accounting and your investments and financial planning, can be a powerful approach toward increasing the odds your overall financial success. If each side is operated without coordination, you run the risk of increased gaps in your plan as well as potential missed tax planning opportunities.
The two independent teams of Cannon Advisors and Cannon Tax & Accounting can help you answer your questions, including,
- When can I comfortably retire?
- How much should I plan on spending in retirement as to not run out?
- Are my investments properly coordinated with my taxes?
- How can I save on taxes?
- What’s the best approach for college savings?
- What are the elements of a sound estate strategy?
- Is my family protected?
Our two firms have experienced professionals who have helped many families answer these and many other questions. Each team specializes in creating an approach that is designed to address your specific situation.
Upon graduating from Appalachian State University with a B.S. in communications and business, Bryan became securities licensed in 1996 and began financial and estate planning for the family's accounting clients. With a desire to...
A Drexel University graduate, Barbara earned a B.A. in Architecture and began her professional career working as an architect in both residential and commercial design. Aspiring to build a business, she then went on to own and operate...