Effective wealth-building and wealth management require the guidance of highly skilled professionals and financial advisers who make it a priority to protect their clients’ best interests. Cannon Wealth Solutions CEO Robert Cannon is making a remarkable impact on the financial journey of his clients with the use of the Maverick Investment System®. With the proper guidance and planning, the company is effectively helping people prepare for the unforeseen future, control their finances, and put their money in investments with promising returns.
The Maverick Investment System® was carefully designed and created by Cannon. It focuses mainly on creating lifetime income plans for retirement, resulting in a secure and rewarding wealth management and investment process. It is the perfect tool for financially successful individuals, couples, and families considering new possibilities where it concerns their finances. Among the many company products that the system supports, health care planning, tax planning, income planning, investment planning, and legacy planning are some of the most in-demand.
“I wanted to build a firm to provide true fiduciary financial planning advice to the middle class. I plan to revolutionize financial planning for the middle class. Our values-based financial planning process is different from traditional financial planning, and it’s not only available to the ultra-wealthy,” Cannon explains.
Cannon believes in the value of working with a competent and well-meaning financial advisor. An advisor’s financial perspective and understanding of current investment trends greatly help clients ensure that their financial decisions are aligned with their values and life goals. In addition, having someone to guide them closely allows clients to enjoy a stress-free journey and avoid falling into financial pitfalls.
“We offer a coordinated solution between the CPA, lawyer, investment manager, and financial advisor. We have a virtual family office structure and hold all the specialists accountable to your specific plan. Our values-based financial planning process starts by learning about you, your deepest financial planning goals, hopes, challenges, and even your vision of your life,” Cannon adds.
Working with Cannon Wealth Solutions assures clients that they are in good hands. Robert Cannon is an AIFA® fiduciary financial advisor, someone who is held to the highest legal and ethical duty to represent his clients’ best interests where it concerns their total asset portfolio management. Cannon’s more than three decades of experience working with investors, hedge funds, and businesses across the country make his clients confident that their financial goals will be achieved successfully. Most of his clients regard him as their chief financial officer.
From building lifelong dreams to helping clients reach them, Cannon Wealth Solutions will continue to be one of the industry’s most committed and reliable financial advisors, helping clients build a secure future.
Find out more about Cannon Wealth Solutions by visiting its website.