OUR SERVICES
BUSINESS PLANNING
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Executive Benefits and Bonus Plans
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Succession Planning
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Key-Person, Buy-Sell Coverage for both Life and Disability
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Business Overhead/ Buy Out Disability
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Life Insurance in Pension and Qualified Plans
PERSONAL PLANNING
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Life Insurance
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Estate Planning
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Asset Protection
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Living Benefits with Life Insurance
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Tax Free Retirement
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Individual Disability and Long Term Care Insurance
EMPLOYEE BENEFITS
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Health Insurance
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Dental Insurance
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Vision Insurance
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Disability Insurance
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Life Insurance
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Long Term Care Insurance
RETIREMENT PLANNING
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401k plans
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Pension Plans
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IRA
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Roth IRA
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403b
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Rollover options for investments from previous employer
Our mission is to empower individuals and business owners with comprehensive insurance solutions that safeguard their futures and maximize their income streams in retirement. We are committed to building lasting relationships based on trust, integrity, and transparency, helping our clients make informed decisions that enhance their financial well-being and peace of mind. Together, we strive to create a secure tomorrow for every client we serve.
MEET THE OWNER
Cannon is a native of Jacksonville, NC, with a wealth of experience in the financial services industry since 1995. Guided by the motto, "Begin with a purpose in mind," he is dedicated to helping individuals and businesses navigate life's uncertainties.
Cannon's passion lies in getting to know his clients and understanding their goals. This commitment to connection allows Cannon to serve as an effective trusted advisor working with clients to secure their financial futures. Every client is unique and Cannon values understanding his client's needs to enable them to achieve their goals.
GET IN TOUCH
513 New Bridge St., Suite 200
Jacksonville, NC 28540
TEL: 910.358.2850
FAX: 910.939.1541