James D. Cantrell

James D. Cantrell

| CFP®

Financial Strategies Inc.

(262) 821-1664

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Fee-Only Financial Advisor serving the Brookfield, WI area.

Specialties

  • Financial Planning
  • Retirement Planning
  • Investment Management
  • Wealth Management
  • Portfolio Management
  • Tax Planning
  • Charitable Gifting
  • Estate Planning
  • Employee Benefits

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Our Other NAPFA Members

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13555 Bishops Court
Suite 340
Brookfield, WI 53005

Fee-Only & Fiduciary


The National Association of Personal Financial Advisors (NAPFA) is the country's leading association of fee-only and fiduciary financial planners.

James Cantrell is a Brookfield, WI Fee-Only Financial Planner serving Brookfield and all surrounding areas. Financial Strategies Inc. specializes in providing objective financial planning to help clients build, manage, grow, and protect their assets through life's transitions. James Cantrell is a NAPFA-Registered Financial Advisor and a CERTIFIED FINANCIAL PLANNER™ Professional.
Jim Cantrell, CFP® is the founder and owner of Financial Strategies, Inc.  Jim has earned the designation of NAPFA Registered Financial Advisor and is currently a NAPFA board member.  He has also attained the designation of Certified Financial Planner (CFP®) professional, is a Registered Investment Advisor Representative, and has over 20 years of experience in financial planning and investment advising.

Jim and his wife Lynn have two daughters.  In his leisure time, he enjoys jogging, canoeing, and wilderness camping.  Jim is also very active in his church.
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Financial Strategies, Inc. is a Fee-Only, wealth advisory firm, primarily focusing on successful executives, retirees and their families, helping them make good financial stewardship decisions so they can spend more time doing what they love.

We do this by acting as their personal wealth advisor.  Using a consultative process, we spend the time to discover their financial situation, goals, challenges, and values, and then we design solutions to help them achieve financial success.

Our mission is to provide sound, practical, advanced financial planning integrated with structured, disciplined investment management services. 

We conduct our business with the highest ethical standards and uncompromising integrity in order to develop long-term relationships.  


Our clients are our central focus.  We treat them with honesty, respect, fairness, and appreciation at all times. 
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