Cannon Financial Institute

Cannon Financial Institute is an established adviser within the financial services industry. We are recognized for our expert counsel, steadfast training, and positive impact. Fueled by a team of industry leaders, Cannon is an experience which fosters collaboration and growth. Learn more about us. >

What We Do

Cannon solves problems and develops problem solvers. We start from a position of discussion and discovery to best understand our clients and their desired outcome.

We then apply a personalized level of service which may employ one or more of our solutions. Choose the path which best identifies your interests to learn more about our work. Learn more about our work. >

Individual Solutions Enterprise Solutions Online
 
Consulting
& Design 

Our Offerings

Whether you’re an individual looking to make a difference or an organization in need of innovative problem solving, our unique instructional and consulting experiences meet you where you are, with the answers and know-how you need. Choose below to begin exploring our offerings. 

For Individuals For Enterprise

 

Frequently Requested Services

Certified Wealth Strategist® >

Corporate Training >

Estate Planning Teleconference Series >

2017 Schools Schedule >

Preview our 2018 Schools Schedule >

Thought Leadership

Who Gets the Golden Retriever? What You Need to Know About Clients in Non-Traditional Relationships

Who Gets the Golden Retriever? What You Need to Know About Clients in Non-Traditional Relationships

by Linda Eaton

What is the marital status of couples in your practice? Do they cohabitate? Are they legally married? To each other? Do you know?

As a Financial Advisor, you need to make certain you know the marital status of your clients who are couples. Straight or gay, unmarried couples must pay special attention to their financial affairs if they want their property to pass to their partner.

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