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 >

2018 Schools Schedule >

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

Thought Leadership

Do you Have a Duty to Care or Could You Care Less? Why You Need Your Own Succession Plan

Do you Have a Duty to Care or Could You Care Less? Why You Need Your Own Succession Plan

by Linda Eaton

You’ve been in the industry for many years and have survived good markets and bad. Because of your excellent work, your clients have managed to both keep and increase their wealth. Presumably some of your best investment advice occurred when you talked clients out of foolish investments and put them into something better and more secure— Exxon, for example, as opposed to Lex, a small company which had discovered Kryptonite and was trading on the Pink Sheets at a bid of 2 ½ and ask of 4 ¾. 

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