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James D. Cantrell, CFP®

Financial Strategies, Inc.

13555 Bishops Ct
Ste 315
Brookfield, WI 53005-6224
Phone: (262) 821-1664
Fax: (262) 821-0762

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Household Income Minimum: $0
Investable Asset Minimum: $1,000,000

Specialties
  • Comprehensive Financial Planning
  • 401(k)/403(b)/IRAs
  • Charitable & Planned Giving
  • Asset Allocation
  • Career Change
  • Estate Planning
  • Investment Management
  • Mutual Funds
  • Job Loss
  • Retirement
  • Succession Planning
  • Sudden Wealth
  • Personal Taxes

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.