James Cantrell (CFP®)
James Cantrell focuses in the
following client markets or areas of practice:
- Corporate Executives
- Estate & Generational Planning Issues
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Retirement Planning & Distribution Rules
- Tax Planning
- Corporate Executives
- Estate & Generational Planning Issues
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Retirement Planning & Distribution Rules
- Tax Planning
Planning Specialties
At Financial Strategies, we work primarily with senior executives, retirees, and their families. We help our clients meet financial challenges so they are free to spend more time doing the things they love. Rather than recommending specific products, we take a comprehensive and truly unbiased approach to our clients’ sophisticated financial opportunities. We provide high net worth financial planning, wealth management financial services, wealth transfer and protection advice, and support our clients’ charitable giving goals.
Focus on your career, your dreams, or your legacy. We’ll focus on finding ways to ensure your comprehensive plan provides financial security for you and your loved ones.
Our advisors serve as our clients’ personal wealth planners and managers. Using a fee-only compensation structure allows us to focus solely on the needs of each client without being influenced by commissions or incentives. We were one of the first independent wealth management firms in Wisconsin to adopt the comprehensive fee-only model and are proud of the respectful and comfortable approach it brings to our work.
We believe that when we care about how our clients want to live, rather than the dollars and cents of investing, we are able to develop personal, caring relationships to support our clients as they achieve their financial goals.
Additional Information
Jim Cantrell, CFP is the Founder and President of Financial Strategies, Inc. Jim has earned the designation of NAPFA REGISTERED FINANCIAL ADVISOR, and has served as the president and chair of the NAPFA Midwest Region Board. Jim recently completed a 3 year term on NAPFA's National Board. He also serves on the NAPFA Consumer Education Foundation (NCEF) Board of Directors. When Jim joined NAPFA in 1996, he was one of only three NAPFA members statewide. He has also attained the designation of Certified Financial Planner (CFP®), is a Registered Investment Advisor Representative, and has over 30 years of experience in financial planning and investment advising.
NAPFA Start Date
January 16, 1996
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