Make Life Better
Put The Benefit Into Your Retirement
"Cannon Capital Management has been our 401(k) advisor for over 5 years-and they have delivered as advertised. Plan cost have consistently gone down, service response is top notch and our investments have been great! Simple, easy and complete-Done Right!"
-Peggy Gustafson, Human Resource Manager
Our Strategic Process
Identify and correct any possible plan fiduciary breaches an allow your plan to stay compliant
Ensure the Plan Sponsors needs and objectives are being met
Benchmark current providers to ensure the complete satisfaction of the plan sponsor and participants
With our Proprietary Investment Strategy, we are able to use low-cost funds, develop and maintain an Investment Policy Statement, and assume the 3(38) Investment Fiduciary role
Our promise to you is a complete
and compliant plan that gives
you trusted protection and
makes life better.
By identifying every employee's retirement position, we can implement our financial planning tools to personalize and track progress towards financial goals.
Retirement Plans are securely and steadily built on a foundation of trust; earning that trust, and then preserving and honoring it, is what we do. We are an ERISA §3(38) Investment Fiduciary.
CEO, Cannon Capital Management