Our mission is to offer the knowledge and guidance that individuals need to enable them to create the wealth they want to fulfill their dreams.
Cantrell Financial Strategies is led by Principal Bill Cantrell. Bill is a certified financial planner and personal financial specialist. He believes that financial success is a long-term process and must be dynamic. To that end Bill uses a tailored process that examines and defines his clients’ objectives, then prioritizes and weighs every opportunity to allow them to reach their goals.
Over time we have learned that there are three ultimate goals that all clients have:
- Create wealth
- Protect that wealth for themselves and their loved ones during their lifetime
- Pass their legacy (wealth) on, in the best way, to those they want to receive it
Achieving these three goals is a continuous process of asking and answering questions, then making the right decisions. What are your dreams? What do you want to make happen? What do you want to avoid? By carefully and candidly thinking through issues, good plans can be made, bad plans can be undone or avoided, and families can be strengthened. As your financial coach, Bill directs this process, using his considerable knowledge, experience and discipline.