Bill Cannon
401(k) Specialist | Investment Fiduciary Resource
- Role
- Director, Retirement Plan Consulting at Wealth Enhancement
- Location
- Fulton, MD, US
- LinkedIn followers
- 500 followers
About Bill Cannon
Take the frustration out of your company\'s 401(k). I help business owners and C-suite…
Experience
Director, Retirement Plan Consulting
Jul 2019 — Present · US
I help entrepreneurs and C-suite professionals make their company retirement plans better.The process of selecting and managing an employer sponsored retirement plan can be overwhelming. It is my responsibility to help my clients to successfully navigate plan design, investment suitability and government compliance. Take the frustration out of your 401(k). Let\'s start a conversation.Wealth Enhancement Group is an independent financial planning firm with a team approach to comprehensive planning and a commitment to long-term client relationships. Third-party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.Advisory services offered through Wealth Enhancement Advisory Services, LLC, a registered investment advisor. Securities offered through Wealth Enhancement Brokerage Services, LLC, member FINRA/SIPC.For a list of states in which I am registered to do business, please visit
Skills
- Defined Contribution
- 3(38) Investment Management
- 403b
- Employee Benefits
- Fiduciary Expert
- Cash Balance
- Retirement
- 401(K) Retirement Savings Plans
- Investment Advisory
- 401k
- Defined Benefit
- Investment Management
- Retirement Plan Consulting
- Pensions
- Relationship Management
- Fiduciary Services
- Investments
- 457 Plans
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