Investments

Investment Advisory

Investment Services

Members of our staff have successfully completed the Uniform Investment Advisor Law Examination and the General Securities Examination administered by the National Association of Securities Dealers.

When designing an investment portfolio, we review a number of factors with our clients. Some of these factors include risk tolerance, income taxes, retirement needs, and educational needs. From this information we develop a  model portfolio for you. Based on the model portfolio, we select investments that are appropriate for your needs. Some of the investment vehicles we use include no-load mutual funds,  stocks and bonds.

Financial Planning Services

At Canon Capital Investment Advisory we believe a successful financial program develops over months and years and is constantly evolving to adjust to changes in family circumstances and changes in tax law.

Whether planning for your retirement, devising an estate plan or planning for your children's education, we can  help you obtain your goals by assisting you through the financial planning process.

This process includes an analysis of your: assets and liabilities, monthly cash flow, life and disability insurance contracts, employee benefits, retirement plans, and wills and trusts.

From this data, we will provide you with a current balance sheet, income tax statement, estate tax analysis, and cash flow analysis. These statements will be a starting point to begin planning for your future and reveal any immediate actions which may be necessary before  proceeding to other steps. Based on your financial knowledge, we will develop a plan to meet your goals.

Our plans will include recommendations for: Income and estate tax planning, Retirement planning, Cash flow management, Education funding, Investment strategies, Life and disability insurance planning, Family/generational planning, and Trust administration.

Once a plan is developed, it must be implemented. We look forward to developing and implementing strategies for you to meet your financial goals. We will work closely with your  attorney, accountant, insurance agent, and other advisors. Our ongoing monitoring is designed to assure you that we will be available and prepared to meet your ever-changing financial needs.

Personal Financial Affairs Services

We have developed services to help you manage your personal finances. Our staff can assist you with budgeting, cash flow analysis and developing a personal balance sheet. Members of our firm are knowledgeable in a variety of personal accounting software, including Quicken, Financial Navigator, Quickbooks and Money Works.

We are available for consultations on a variety of financial services such as: insurance needs, including life, disability and long term care, rollover of pension and  IRA, qualifying for a home mortgage and other loans, exercising stock options, early retirement packages, estate administration, and home inventory video.

In addition, we have developed a unique financial service tailored to senior citizens. We offer a service which allows you to remain in charge and independent, yet have the security of knowing that all financial details have been addressed each month. On a regular basis a member of our staff will meet with you and family members to review your financial needs. Within our personal affairs division we offer the following services: Bill paying with regular visits to you for check signing. Periodic reconciliation of your checkbook. Administration of medical claim  forms. Monthly accounting of all income and expenses with a summary report each period.