Cantrill Financial Group LLC is a holistic financial planning firm located in Frisco, Texas. The firm was founded in 2006 by Brad Cantrill after working for several years as private wealth planner for Sagemark Consulting. Brad founded the firm so that he could operate as fiduciary advisor free from corporate conflict that exists at many national firms.
Brad also appreciated the elite service experience that Sagemark provided for its high net worth clients. It is Brad's desire to bring this family office service model to his firm without the barriers to entry that many clients encounter at a boutique wealth management firm. This "service without compromise" standard became the slogan for Cantrill Financial Group LLC and is how the operates to this day, putting the service needs of clients above all else.
Keep up with your financial needs while avoiding common (and expensive) rollover mistakes. We put together this guide to help you potentially save thousands in taxes and fees, tips for speeding up retirement preparations, and critical mistakes to avoid.