Cantrell Financial Strategies can help you with basic investment guidance, targeted investment advice, as well as comprehensive financial coaching. Our approach to coaching is straightforward:
- Listen and Learn – about your goals, concerns and resources
- Educate – about our process, strategies, and valuable tools
- Analyze and Act – identify opportunities and implement new strategies as your personal situation dictates to ensure your goals are being met
- Review – create a schedule for timely review of your progress, educational updates, and information sharing
Cantrell Financial Strategies is committed to providing a 360-degree view of your financial life. We provide coaching in the following areas:
INVESTMENT PLANNING – create a portfolio that eliminates the guesswork in predicting stock and bond market performance
LIFE PLANNING – identify what life cycle products and services in addition to investments are critical to meet your goals, e.g. savings and insurance programs, tax strategies, retirement strategies, business succession planning
ESTATE PLANNING – educate you on the important issues you and your heirs face in protecting and transferring your assets; review the tax effects of various scenarios; assistance in designing and implementing your trust, living will or power of attorney
SELLING YOUR BUSINESS/FRANCHISE – educate you on the top five keys to maximize the value you receive from your business; identify obstacles you face and create a plan to eliminate or minimize them; recommend vehicles for the sale proceeds that further your goals
Already have someone advising you in one of these areas that you know, like and trust? No problem. Cantrell Financial Strategies understands that you may already have a favorite accountant or estate attorney. Our relationship approach allows us to act as a coordinator between these specialists ensuring a comprehensive financial strategy.