Family & Personal Wealth Solutions
A Smarter Way to Grow, Access, and Pass On Wealth — Without the Pitfalls
Most financial tools aren’t designed to work together. We help families and individuals create a strategy that does.
Why Many Financial Vehicles Miss the Full Picture
Most families and individuals use a mix of 401(k)s, IRAs, brokerage accounts, savings, and insurance. These tools all serve a purpose, but when used in isolation, they rarely support the bigger picture.
What Usually Happens:
Brokerage accounts: taxed every year
401(k)s/IRAs: taxed more later
Savings: low growth
Insurance: often not designed for flexibility
The Consequences:
Market risk without protection
High future tax exposure
Limited access to your capital
No built-in legacy structure
The Truth: None of these tools work best on their own. That’s where we come in.
At Cannon Capital Group, we bring structure, growth, access, protection, and legacy into one coordinated strategy — personalized for your life, your family, and your future.
“I want to grow wealth… but still access it if needed.”
What We Help You Build
“I want to reduce taxes now and in retirement.”
“I want to protect my family — but still build real value.”
Growth — Structured for long-term accumulation
Access — Liquidity without penalties or disruption
Tax Efficiency — Lower exposure now and later
Income Flexibility — Income when you need it
Legacy — Transfer wealth clearly, with control
“I don’t want to feel locked into a plan I can’t adjust.”
How This Strategy Shows Up in Real Life
- A dual-income couple aligns growth, access, and protection, and uses it to fund home upgrades and private school.
- A high earner replaces scattered savings with a coordinated, tax-efficient strategy that builds flexible wealth.
- A new parent secures protection, future education access, and long-term peace of mind — all in one structure.
- A retiree creates a reliable income that won’t disrupt Social Security or trigger unnecessary taxes.
- A single professional builds early-stage wealth with tax efficiency, access, and protection, without locking up their freedom.
What You Can Expect
✔️ Confidence — knowing your plan grows, protects, and pays you back
✔️ Flexibility — no age 59½ rules, no market dependency
✔️ Access — use your capital without penalties or taxes
✔️ Control — decide how your wealth is used, taxed, and transferred
✔️ Protection — secure your family’s future and your legacy
This isn’t investing. This is intelligent wealth design.
Who This Is Designed For
This strategy isn’t about playing defense; it’s about using your income to build something that works with you, not against you.
It’s built for people who want more than just advice, they want structure, control, and outcomes that compound over time.
✔️High-earning individuals and families looking for smarter alternatives to IRAs and 401(k)s
✔️Dual-income households who want access to capital without liquidating investments
✔️Parents seeking long-term education planning with flexibility and control
✔️Early-stage retirees or near-retirees who want tax-free income without touching Social Security
✔️Anyone who wants more freedom, liquidity, and peace of mind in their wealth strategy
If you’re serious about building tax-free income, protecting what matters, and accessing growth without sacrificing liquidity, this strategy was built for you.
Your Financial Advantage Starts Here
This isn’t about taking risks or giving up access.
It’s about aligning your income with a structure designed for growth, flexibility, and long-term confidence.
If you’ve ever wondered:
“What would it feel like to have complete clarity with my money?”
This is your chance to find out.
What You’ll Gain From This Conversation:
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A fresh perspective on how your strategy can support your goals
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A real-world look at how tax-free income and liquidity can work together
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Clear, thoughtful next steps tailored to your life
“You’ll walk away with more clarity in 30 minutes than most people get in years of planning.”