Cantrill Financial Group, LLC

Specialties

At Cantrill Financial Group LLC our professionals practice holistic planning and offers a variety of advice and services. We also have formed strategic relationships with third parties to enhance and compliment the overall financial planning process and promote comprehensive accountability. Some of the services offered at Cantrill Financial Group LLC include the following:

Budgeting/​Cash Management Services

Business Owner Planning

Employee Benefits Planning

Estate Planning

Financial Advisory Services

Will & Trust document debriefing

Investment Planning

Investment Policy Statement design and implementation

Retirement Planning

Risk Management Services

History

Established in 2006.

Brad spent several years working as a fee based advisor with Lincoln Financial. While at Lincoln he qualified for Career Club Honors and was elected by Lincoln/​Sagemark in 2004 as a founding member of «The Select Planner Group.» This group of fifty planners nationwide were recognized for their high level of service and ability to work successfully in the affluent market. Brad’s affiliation allowed him to work cooperatively with other planners and advisors nationwide on various complex yet rewarding business and personal planning cases.

In 2006, Brad left Lincoln and started his own fee based planning firm Cantrill Financial Group LLC. The firm’s mission is to provide a high level of planning advice and personalized service to a diverse group of client-​families. The firms independent status allows Brad to operate without being restricted to proprietary products and services and to promote financial literacy and accountability.

Meet the Business Owner

Bradley C.

Business Owner

A lifelong resident of North Texas, Brad works with clients to deliver a value driven financial planning process that is based on joint discovery. This process allows clients to make appropriate decisions to help optimize their wealth and enrich their lives. Brad approaches planning on an interdisciplinary level with the general objectives of maximizing flexibility and minimizing taxes and complexity. The result is a highly efficient process that helps to reduce or eliminate gaps in current financial planning, educates clients, and identifies planning opportunities through creativity and varied prospectives.

Brad spent several years working as a fee based advisor with Lincoln Financial. While at Lincoln he qualified for Career Club Honors and was elected by Lincoln/​Sagemark in 2004 as a founding member of «The Select Planner Group.» This group of fifty planners nationwide were recognized for their high level of service and ability to work successfully in the affluent market.