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. 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
& 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 >

2018 Schools Schedule >

New Online Course: 2017 Issues & Updates: Fiduciary Investing >

Thought Leadership

Being Charitable Isn’t As Easy As It Looks: Part One

Being Charitable Isn’t As Easy As It Looks: Part One

Charity is a big business in the US. “More than 76,000 grant-making foundations base their headquarters in the United States…with assets of more than $621 billion and giving totals over $45 billion per annum….” 1 This sounds like a lot of money and it is. In fact, this sum is greater than the annual military budget of France. 2

Let’s look at this area of financial services.

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