Elk Rapids, Michigan
Schedule a Meeting With Brian Cannon or Call 877-346-7567
Elk Rapids, Michigan
212 River Street
Elk Rapids, MI 49629
Office: 877-346-7567
Fax: 231-264-8488
brian.cannon@wealthpersonal.com
Mailing Address:
P.O. Box 738
Elk Rapids, MI 49629
Elk Rapids, MI 49629
Office: 877-346-7567
Fax: 231-264-8488
brian.cannon@wealthpersonal.com
Mailing Address:
P.O. Box 738
Elk Rapids, MI 49629
We’ll Plan for the Whole Journey, Together.
The Wealth Personal Way is an end-to-end map of your financial future and how to navigate what’s ahead. It’s our team’s process that makes the magic along the way, accommodating your style with the right level of detail and communication you deserve.
Step 1: Discovery
- Start with your goals & values
- Establish what you need from an advisor
- Map out your current financial picture
Step 2: Strategy
- Evaluate what is needed to reach your goals
- Review of red flags and opportunities
- A strategic plan to get you where you want to go
Step 3: Implementation
- Organize accounts to goals-based investments
- Complete additional planning areas
- Establish our plan for communication and connection
Find a Wealth Personal Location
The place to build your future is right down the road.
Elk Rapids, Michigan
212 River Street
Elk Rapids, MI 49629
Office: 877-346-7567
Fax: 231-264-8488561-329-2650
brian.cannon@wealthpersonal.com
