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.
Kristen Bell, CFP®
Matt Goyen, CFP®
Your Cannon advisors are available for in-person meetings monthly at the hospital and the corporate office center. Schedule an in-person meeting with the below links.
Request an Appointment
Consultations are also available by phone, email or video conference. Complete the form below and a member of the team will be in touch soon.
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: