Most households end up with an investment person, a tax person and an attorney who have never spoken to each other. Each does their part competently and the plan still contradicts itself. These are the pieces we coordinate, and coordinating them is the actual service.
Fee-only portfolios built around your plan — never a product off a shelf.
CPA-led planning to reduce what you owe, coordinated with your investments rather than filed in a silo.
Turn decades of earning into income that lasts — and a retirement entirely on your terms.
Pass on what you have built, to your family or your causes, exactly as you intend.
Structure, timing and the after-tax result of a sale, planned long before the letter of intent.
Insurance, liquidity and the buffers that keep a plan intact when life does not cooperate.
3(38) investment fiduciary services for Utah plan sponsors who want the liability taken with the advice.
Cannon Capital Management, Inc. is a Registered Investment Adviser. We are fee-only: all compensation comes from client fees, none from commissions or product sales. This page is informational and is not investment, tax, or legal advice.
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