Who We Are
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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Expertise...
There are fewer than 20 NAPFA Registered Financial Advisors in Wisconsin, and Jim Cantrell, CFP, the founder of Financial Strategies, Inc., was one of the first. Jim continues to support the advancement of Fee-Only planning by serving as a regional NAPFA board member. NAPFA Registered Financial Advisors are the elite of the industry. Earning membership among this group is the clearest message about level of expertise and professionalism an advisor can send.
And Experience
We have over 20 years of experience providing investment management and advanced planning in the context of a personal, caring relationship.
We combine personal dedication to our clients with an allegiance to professional development. We maintain our expertise through a commitment to intellectual integrity and quality continuing education.
Meet the FSI Team.
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