Managing one’s finances can often be a daunting task. These days, hiring an expert to settle one’s finances is the most lucrative decision anyone could make. Sound financial advice is hard to come by, but Cannon Wealth Solutions is making all the right moves towards leveraging their clients’ finances through the variety of amazing services they offer.
Founder and CEO of Cannon Wealth Solutions, Robert Cannon, AIFA® is a definite authority when it comes to financing. The acclaimed financial expert has over thirty years of experience working with wealthy investors, big businesses, and hedge funds all across the United States. Much of his expertise is focused on providing lifetime income plans for retirement. Robert does much of this by navigating his clients through a very particular wealth management and investment process that’s been tailor-made for success.
Robert Cannon is often dubbed as the “quarterback” of Cannon Wealth Solutions as he passes the ball over to other specialists in different areas so his client will gain a breadth of good financial advice from different financial experts. This includes aspects such as wealth building, preservation, and taxes.
As if the results don’t speak for themselves, Robert Cannon also has astounding credentials to back him up. He has earned numerous licenses and professional industry designations, such as the Series 7 (General Securities Representative), Series 63 (Uniform Securities Agent), Series 66 (Uniform Combined Registered Investment Advisory), and the Series 55 (Equity Trader). Robert also holds an accident and health insurance license and is eligible to conduct business in over 30 states.
Cannon Wealth Solutions takes a more intimate approach when assisting its clients. The company doesn’t just recognize what they do as transactions; rather the company makes sure to form meaningful relationships with their clients, carefully identifying their specific needs and demands.
Through their more meaningful approach to finance, Cannon Wealth Solutions is able to create tailor-made solutions to their clients’ demands. Every recommendation given puts into consideration assets versus liabilities and cash inflow versus outflow. Upon the implementation of the financial plan, Cannon Wealth Solutions reviews the recommendations’ performance as well.
With Robert Cannon at the helm of Cannon Wealth Solutions, clients can expect to have their needs addressed and get a customized plan. The primary objective of the company is to always put its clients’ best interests first. As a Certified Financial Fiduciary (CFF), it is Robert’s obligation to make sure that is the case.
As mentioned before, Robert Cannon has earned himself various accolades throughout his career, but none are as prestigious as him receiving the Accredited Investment Fiduciary Analyst (AIFA) designation. He also earned himself a Certificate in Financial Management from Cornell University, which is yet another accolade that he has earned due to his hard work and expertise in finance.
Robert Cannon and Cannon Wealth Solutions have successfully transformed the financial consulting landscape. Recently, Robert has published a book that he co-authored with Shon Peil entitled, “Putting Your Retirement Interests First.” A book that explains how to eliminate the confusion of planning for retirement through real stories and simple language. The book is yet another milestone in Robert’s career, a career that he hopes to expand on for many more years to come.
To know more about Cannon Wealth Solutions and the remarkable Robert Cannon, make sure to visit the company’s official website.