Services
Client Services
At Cantrill Financial Group our firm practices 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 include the following:
Budgeting/Cash Management Services
- Checking and savings audit;
- Cash flow and Income& Expense Analysis;
- Budgeting strategies.
Business Owner Planning
- Business Succession and Exit Planning;
- Benefits analysis and Employee Retention Strategies;
- Valuation assistance;
- Strategic Business Partner Referral Program.
Employee Benefits Planning
- Employee benefits analysis and audit;
- 401K or other Defined Contribution/Benefit plan review;
- Deferred compensation or Fringe Benefit analysis.
Estate Planning
- Will& Trust document debriefing;
- Asset retitling and repositioning assistance;
- Legacy and Wealth Preservation Planning;
- Charitable planning.
Financial Advisory Services
- Objective planning advice;
- 2nd opinions and audits of other advisors “financial plans.”
Investment Planning
- Investment Policy Statement design and implementation;
- Comprehensive asset management and coordination strategies;
- Open access to institutional money managers, private placements, alternative investments, and a variety of separate and multi-disciplined account managers;
- Investment asset audit for cost, tax efficiencies, performance, and variance.
Retirement Planning
- Asset distribution strategies;
- Lifetime income strategies;
- Modeling and analysis to project specific retirement needs or services.
Risk Management Services
- Personal Insurance Audit to determine efficiency of current risk management programs;
- Coordination of all insurance and risk management products with personal estate.
- Referral program to key third party advisors to ensure a comprehensive risk management program.
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