Most people do not need a cleverer fund. They need the money to be doing a job that matches the life they are actually planning. That is what this is: an allocation that answers to your plan, reviewed as the plan changes, and no commission attached to any of it.
Before anything is bought, we work out what the money has to do and when. A portfolio for someone who needs income in three years is not a portfolio for someone whose horizon is thirty.
Old employer plans, a brokerage account opened years ago, a rollover half-finished. They get found, valued and brought into one picture, which is usually the first time anyone has seen the whole thing at once.
Which holdings sit in the taxable account, which in the IRA, which in the Roth. Same investments, different order, and the difference compounds quietly for decades.
Markets move the allocation away from the plan. We move it back, on a discipline rather than on a feeling, and we tell you when we do.
All of our compensation comes from client fees. None comes from commissions or product sales, because we do not sell products.
Our fee does not change with what we recommend. There is no version of this where a boring recommendation pays us less than an exciting one.
You will know what it costs before you decide, and you will be able to check it any time after.
Cannon Capital Management, Inc. is a Registered Investment Adviser. This page is for informational purposes and is not investment, tax, or legal advice. Nothing here is a recommendation for your situation, which we would need to know before making one.
The first strategy session is complimentary, and there is nothing to buy in it. See what to bring, or just bring the question that brought you here.