NY (917) 991-2945 | NJ (201) 771-5871 Robert@cannonwealthsolutions.com

Fiduciary

a fiduciary is a person or organization that owes to another the duties of good faith and trust. The highest legal duty of one party to another, it also involves being bound ethically to act in the other’s best interests.

Putting Your Retirement Interests First: A Prioritized Approach To Protect Your Future and Turn Your Dreams Into Reality

In Putting Your Retirement Interests First, authors Robert Cannon and Shon Peil explain in simple language and illustrate through real stories how to eliminate the confusion of planning for your retirement. You’ll understand why your retirement should be a top priority and how to ensure your future is properly protected. Each chapter focuses on one of the primary areas you’ll need to address to ensure a safe and secure retirement. By addressing each properly, you’ll create your own Retirement Shield using a prioritized approach to protect your future and turn your dreams into reality by Putting Your Retirement Interests First. Inside you’ll learn about the Primary Retirement Shield areas:> Social Security — When to take it and how to increase it> Income for Life — How to continue receiving a paycheck in retirement> Taxes — What to do to lower or eliminate them altogether> Long-Term Care — Why this is so critical and how to pay for it> Life’s “What If” Scenarios — Where you should look to avoid dangerous circumstances You’ll also hear from people like you who have created their own Retirement Shield to protect their income, provide for their health, and prepare themselves to enjoy the rest of their life without worry or concern. Retirement should be the best years of your life. Make this true for yourself by reading and applying what you learn in Putting Your Retirement Interests First.

Media Credentials

It’s time to make a choice. Plan for your future.

It’s as simple as making a phone call, and sitting down with a Registered Investment Advisor.

I offer a plethora of financial services – including hedge funds, mutual funds, estate planning, and insurance advice.

Why Should I Trust RIA?

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Registered Investment Advisors are not here to sell, but to guide.
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Registered Investment Advisors are not tied to any specific family of funds or investment products.
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Registered Investment Advisors are here to serve your interests – no one else’s.

We Will…

IDENTIFY YOUR NEEDS:

Get detailed information about you, in order to better offer you advice.

Determine what your objectives are.

Evaluate your current financial state.

  • Assets versus Liabilities.
  • Cash inflow versus Outflows.
  • Your Needs versus Your Wants.

Determine a financial plan that is tailored to you.

Recommendations to you, the client.

An ongoing review of performance.

We will check in with you regularly, as well as whenever you want to check in on your financial plans.

Implement a financial plan.

Wealth Management

We believe our clients want protection of their principal!

Tax Advisors

We will evaluate your needs and offer you potential solutions!

Insurance Services

Your financial future doesn’t have to be complicated!

Weekly Market Commentary

Weekly Market Commentary

Weekly Market Commentary - 10/8/2021 -Darren Leavitt, CFA Markets started the week lower but were able to recover losses and make slight gains by the end of the week.  Concerns regarding the debt ceiling, the static state of the infrastructure bill, raw materials...

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Weekly Market Commentary

Weekly Market Commentary - 10/1/2021 -Darren Leavitt, CFA Financial markets took a step back in the final week of the third quarter.  Increased inflation expectations pushed US Treasury yields higher, which induced valuation concerns on large-cap growth stocks. Rising...

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IRA Blog

A POSSIBLE SOLUTION TO THE “MEGA IRA” RESTRICTIONS

By Ian Berger, JD IRA Analyst The Build Back Better Act of 2021, recently passed by the House Ways and Means Committee, includes a number of retirement plan provisions.  They were summarized in the September 22, 2021 Slott Report. Two of those provisions are targeted...

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Market Review and Outlook

Monthly Market Review for September 2021

-Darren Leavitt, CFA September proved again to be a difficult month for financial assets.  A narrative that the growth of global economies has peaked was evident during the month.  Market sentiment was further dampened by fears that inflation has become persistent...

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Monthly Market Review for August 2021

-Darren Leavitt, CFA Global markets rallied in August as economic data revealed strength across the globe.  However, delta variant infection rates soared during the month, especially in unvaccinated populations, which dampened sentiment and global growth...

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A Legal Fiduciary Responsibility

As a Investment Advisor Representative (IAR) of a Registered Investment Advisor (RIA), I have a legal, fiduciary responsibility to always work in your (my client’s) best interest. I offer a complete range of investment services, from managing money in the market to safe money products. What every client needs is different, and I’m here to help you plan for your future and your children’s future. I act in your best interest every time, all of the time.

Robert Cannon, AIFA® is a fiduciary financial advisor. A fiduciary financial advisor is held to the highest legal and ethical duty to represent his clients’ best interests regarding their total asset portfolio management.  As a result of this licensing, we are happy to announce that we now offer our clients Assets Under Management opportunities through our partnership with Foundations Investment Advisors, an SEC Registered Investment Advisor that specializes in building actively managed investment portfolios based on your goals and objectives.

FIA uses asset classes with low internal fees, like ETF’s, Index funds and no load mutual funds. By attempting to limit the downside through risk management and the ability to move to cash quickly, FIA strives to achieve consistent growth of your money for years to come.

If you have market based investments and are not happy with your performance, or you feel you are paying too much in fees I have announcement just for you; I am happy to announce my partnership with Foundations Investment Advisors (FIA), a SEC Registered Investment Advisor that specializes in building actively managed investment portfolios based on your goals and objectives.

FIA uses asset classes with low internal fees, like ETF’s, Index funds and no load mutual funds. By attempting to limit the downside through risk management and the ability to move to cash quickly, FIA strives to achieve consistent growth of your money for years to come.

As a fiduciary, we are not paid commissions. Rather we are incentivized to grow your portfolio. The more you grow, the more we grow.

The last decade has shown us that the traditional buy and hold strategy of investing may not be the most efficient due to changing global valuations and extreme price movements.  Instead of being constrained to a “fixed mix” of asset classes, FIA employs tactical asset allocation which allows the portfolio manager to change the mix of asset classes, find value across the entire global palette of asset classes and, if needed, move to cash.

In the past, I have helped your family with income planning or other insurance planning, I now look forward to discussing the rest of your financial picture and working with you on a comprehensive solution to help your reach your full financial potential.  Please give me a call to schedule an appointment.

Our Services

We strive to provide access to services that are suitable to pursuing all of our clients’ financial needs. For services not listed below, we have also built trusted relationships with outside professionals that are experienced in assisting our clients.

Book a FREE Consultation Today!

New York (917) 991-2945

New Jersey (201) 771-5871

Investment advisory services are offered through Foundations Investment Advisors, LLC and is a SEC registered investment advisor.