Cannon Financial Group

What Cannon Financial Group does

Cannon Financial Group is a privately held, virtual financial advisory firm specializing in retirement planning for retirees and pre-retirees within 6-8 years of retirement. The firm operates on a consultative sales-led model, delivering personalized retirement income, asset protection, family legacy, and extended care planning through virtual consultations scheduled via Calendly on a nationwide basis. Its core offering, the Premium Retirement Plan (CFG), follows a three-step process (Dream It, Plan It, Love It) that combines initial goal-setting with ongoing plan monitoring.

The firm's revenue is generated through two parallel streams: investment advisory services offered through Wealth Watch Advisors, LLC (an SEC-registered investment adviser that is explicitly not affiliated with Cannon Financial Group), and insurance and annuity products offered through Cannon Insurance Solutions, Inc., a wholly-owned subsidiary under NIPR License # 670011. The business is built on a lean team of four named professionals led by President Charles Cannon, CFP® and Certified Financial Fiduciary, supported by James Jurica (CFP®, CLU®, CHFC®, RICP®), Leslie Husarenko, and Lisa Martinez. Multiple high-credential designations (CFP, CFF, CLU, CHFC, RICP) anchor the firm's credibility positioning.

Cannon Financial Group is organized as a U.S. corporation governed by the laws of the State of Michigan and operates as a virtual company with no disclosed physical office. Customer acquisition is driven by content marketing, including a YouTube educational video library and Facebook presence, with direct scheduling via Calendly funneling prospects into consultations. Pricing is not publicly disclosed and appears to be quote-based, with revenue derived from advisory fees and insurance/annuity commissions rather than a tiered subscription model. No proprietary technology platform, AI capabilities, or external funding have been identified.

Name

Cannon Financial Group

Legal name

Cannon Financial Group

Website

https://cannonfg.com

Company type

Private

Founded year

2003

Operating status

Operating

Headcount range

1–10 employees

Short description

Cannon Financial Group is a private, virtual financial advisory firm offering personalized retirement planning—covering income, asset protection, legacy, and extended care—through SEC-registered Wealth Watch Advisors and subsidiary Cannon Insurance Solutions. It serves retirees and pre-retirees nationwide via virtual consultations.

Ownership category

akta.pro rank

Product category

Financial Advisory & Retirement Planning

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Employer Retirement Plan Advisory (401(k)/Pension) (FSAEABAE)

Keywords

• Retirement planning services
• Financial advisory services
• Asset protection planning
• Legacy planning services
• Insurance solutions

Headquarters

HQ city

Tigard

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Others

Revenue model

1. Financial Advisory Services: Investment advisory services offered through Wealth Watch Advisors, LLC (SEC Registered Investment Advisory Firm). Services include retirement planning, asset protection, income strategies, legacy planning, and extended care solutions.
2. Insurance and Annuity Products: Insurance and annuities offered through Charles Cannon and Cannon Insurance Solutions, Inc. (NIPR License # 670011). Hybrid insurance plans for long-term care with annuity products.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels4 records

Core offering

Cannon Financial Group is a virtual financial advisory firm that helps retirees and pre-retirees plan their financial futures through retirement income planning, asset protection, family legacy planning, and extended care solutions. The firm sells a branded Premium Retirement Plan (CFG) and delivers advisory services remotely via online consultations, supported by an affiliated insurance subsidiary and a partnership with an SEC-registered investment adviser for investment management.

Product overview

Cannon Financial Group offers a suite of retirement planning services under its Premium Retirement Plan (CFG) umbrella, centered around four core offerings: Asset Protection, Family Legacy Planning, Extended Care Solutions, and Retirement Income. The company specializes in serving retirees and those approaching retirement (within 6-8 years), providing personalized advisory services through a three-step process: Dream It (goal setting), Plan It (action planning), and Love It (ongoing monitoring). The company operates as a virtual advisory firm offering these services nationally, with investment advisory services provided through affiliated partner Wealth Watch Advisors, LLC.

Differentiator

Problem solved

Functional benefit

Brands

• Wealth Watch: Investment advisory services offered through a separate entity, Wealth Watch Advisors, LLC (SEC Registered Investment Advisor), which is explicitly not affiliated with Cannon Financial Group.

Products and services

• Premium Retirement Plan (CFG)

Segments2 records

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Two partnerships are on record, tiered core.

• Wealth Watch Advisors, LLCcoreStrategic or Co-development PartnerSEC Registered Investment Advisory Firm providing investment advisory services. James Jurica offers advisory services through this partnership. Cannon Financial Group and Wealth Watch Advisors are not affiliated entities.
• Cannon Insurance Solutions, Inc.coreTechnology or IntegrationInsurance agency entity through which Charles Cannon offers annuity and insurance products. NIPR License # 670011. Licensed to operate across multiple states.

Recent moves5 records

Expansion highlights5 records

Direct peers

• Carson Group: Large independent RIA platform with a heavy retirement-income focus and advisor-support infrastructure. Comparable to Cannon in its target client (retirees) and holistic planning approach, though at materially greater scale.
• Cetera Financial Group: Wealth management and broker-dealer network serving independent advisors with retirement-income and insurance products. Comparable to Cannon in its blend of advisory and insurance/annuity distribution.
• Buckingham Strategic Partners: Wealth management firm specializing in evidence-based retirement and tax planning for individuals. Closely comparable in its focus on retirement income, fiduciary orientation, and fee-only model.
• Cambridge Investment Research: Independent broker-dealer supporting thousands of financial advisors, many focused on retirement income. Comparable in its advisor-led, retirement-centric delivery model, though operating through an IBD platform.

Broad incumbents

• LPL Financial: Largest U.S. independent broker-dealer, supporting ~22,000 advisors — many retirement-focused. Comparable in retirement-client targeting and product breadth (annuities, advisory, insurance).
• Fisher Investments: Large asset manager serving high-net-worth and retirement-savings clients. Overlaps with Cannon on retiree asset management but is a much broader incumbent with institutional-scale marketing.
• Ameriprise Financial: Diversified financial services firm with a large advisor channel focused on retirement and holistic planning. Comparable client base and integrated advisory + insurance offering, but at incumbent scale.
• Edelman Financial Engines: Largest independent RIA in the U.S., with a strong retirement-plan and individual-investor franchise. Competes for the same retiree household but at vastly greater scale and with proprietary planning technology.
• New York Life / NYLIFE Securities: Mutual insurance and financial services company with a large advisor force selling retirement income, life insurance, and annuities. Direct overlap in Cannon's core retirement + insurance/annuity proposition.

Others

• Wealth Watch Advisors: SEC-registered RIA through which Cannon Financial Group delivers advisory services. Technically not a competitor (the firm states non-affiliation), but a directly adjacent entity sharing leadership and client flow.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• Facebookfacebook.com/profile.php

Compliance6 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Subsidiaries1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Cannon Financial Group