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 >

2019 Schools Schedule >

New Trust Issues & Updates Course : Online : Embracing Change: Spousal Rollovers, Stretch Rules and the New Estate Tax Exemptions >

Thought Leadership

Don’t Fumble The Handoff

Don’t Fumble The Handoff

by Daniel A. Smith

The American Dream, owning your own business, being your own boss, passing the family business to your heirs, or selling it for a big payday. Yet most people have a hard time getting the latter portion done effectively. In fact, only about half of business owners have succession plans. Why would this be? Primarily it is because business owners are too busy running their businesses to consider the details of succession, and for others they avoid the topic because, like many estate planning issues, it hits very close to home emotionally and with the family dynamics it can be a difficult topic.

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