Cantrill Financial Group

Founded in 2006 by Brad Cantrill, CFP, JD*, EA, Cantrill Financial Group stands out as a boutique financial planning firm in Frisco, Texas. We prioritize personalized attention and comprehensive, family office-like service without the associated barriers to entry. With a team of experienced financial professionals, we guide individuals and families through the complexities of financial planning and tax preparation.

Financial Planning

We work hand-in-hand with you to:

• Define and prioritize your financial goals
• Develop a personalized financial plan that aligns with your unique circumstances and aspirations
• Regularly review and update your plan to ensure it stays relevant as your life and goals evolve

Retirement Savings & Income Planning

We specialize in:

• Maximizing retirement accounts and investments
• Developing sustainable withdrawal strategies
• Ensuring a secure income stream in retirement

Tax & Estate Planning

Our services include:

• Comprehensive tax planning and preparation
• Estate planning and goal-oriented wealth transfer strategies
• Coordination with other professionals to address your financial situation holistically

Income Distribution & Risk Management

We help you:

• Develop an effective income distribution strategy for retirement accounts
• Implement appropriate risk management tools to protect your assets from potential losses

Tax Preparation Services

Through our sister firm, TaxLogix, we offer:

• Efficient and accurate tax preparation services
• Comprehensive tax planning and optimization strategies
• Convenience of having your tax planning and preparation under one roof

Why Choose Cantrill Financial Group?

• Unwavering Service: Committed to providing personalized attention and a boutique experience.
• Fiduciary Expertise: We prioritize your best interests and uphold the highest ethical and fiduciary standards.
• Deep Experience: 20 years of combined experience serving clients throughout the Frisco area and beyond.
• Locally Rooted: Deeply connected to the Frisco community, we understand the unique financial needs of our clients.

Our Commitment

At Cantrill Financial Group, we are dedicated to helping you achieve financial success and peace of mind. We believe in building strong, lasting relationships with our clients and becoming trusted advisors throughout their financial journey.