Financial Advisors for Floyd Employees

Planning for retirement can be overwhelming. Your Cannon advisors are available to help guide you through the challenges of today while planning for tomorrow.

 

Due to COVID-19, we are not currently meeting in-person. However, your Cannon advisors are always available by phone or email.

Floyd Advisors

Request a Call or Email

 

For a prompt response from one of our Financial Advisors, please use the fields below to provide your contact info and a brief description of your interests.

Contact Preference

Topic/Interest

First Name

Last Name

Phone Number

Email

Employer

Message

Meeting Checklist

 

To make the most of your consultation, it is helpful if you gather:

Login information for your Transamerica Account (Call 1-800-797-2643 for help obtaining your login and password)

Social Security statement(s); Get the latest at www.ssa.gov

Information on any retirement accounts outside Floyd Medical

We know every person’s retirement planning needs are different, so check with your Cannon advisor prior to the meeting to inquire about any other information you need to supply. When scheduling a meeting with your advisor, any specific questions or concerns can be included in the comments section during the meeting scheduling process.

Quick links to our most often used resources:

Transamerica Homepage

Social Security