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<strong>An Approach that is Unique to You</strong>

An Approach that is Unique to You

We craft individualized strategies for every one of our clients fueled by a custom planning process.

<strong>Community Resources &#38; Support</strong>

Community Resources & Support

We have built our firm around helping our community’s business owners and professionals plan for their futures.
We choose to partner with many top local professionals in our work.

<strong>The Expertise You Deserve</strong>

The Expertise You Deserve

Many people work in financial services, but few are qualified or free of conflict to work in your best interest.
Our firm serves first and its the founding principle of the company.

Our Core Services

We are Cantrill Financial Group LLC, an independent holistic planning firm in Frisco, TX. Our firm embraces the fiduciary standard and works the entire spectrum of the planning process to completion.  We also have specialized knowledge in income distribution, IRA, and tax management strategies.  Often this expertise enhances the value proposition we deliver to clients.

<span>Holistic <br/></span><span>Financial<br/></span><span>Planning</span>

Holistic
Financial
Planning

Let our comprehensive planning process create accountability and help meet your goals.

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<span>Income Distribution Planning</span>

Income Distribution Planning

Create a meaningful income stream in a low interest world.


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<span>Small Business Planning and Consulting</span>

Small Business Planning and Consulting

Ready to start, grow, or serve others with your company we can help.

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<span>Advanced IRA and Tax Management Strategies</span>

Advanced IRA and Tax Management Strategies

Don’t let the tax man become the biggest beneficiary of your life’s work.

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Helpful Content

Curated articles, videos, and more for a financially savvier you.

Four Reasons Millennials Need an Estate Strategy

Four Reasons Millennials Need an Estate Strategy

Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
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What Is a 1035 Exchange?

What Is a 1035 Exchange?

1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
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Forecast

Forecast

The market is as unpredictable as the weather. We’d love to help you prepare.
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How May We Best Serve You?

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