Nicholas Cantrell, CSRIC^®, ChFC^®, CLU^®, CFP^®
Green Future Wealth Management

Financial Services

We offer clients the ability to customize their investments based on the values that matter most to them, incorporating sustainability and faith based values for clients who desire it. We have a formal Investment Committee with a rigorous investment selection process to ensure that our clients are always receiving the best in class investment options spanning all major asset classes and security types.

As a Certified Financial Planner^® practitioner, I have helped hundreds of families plan for and execute their retirement strategy, from the accumulation stage, through early, middle, and late stage retirement.

We help clients analyze their options for 401k plan assets to determine whether a rollover is in their best interest, and if so the optimal account to rollover. We have helped clients with complex rollover planning, including planning for clients with company stock held within their plan, clients who have become disabled, and many other scenarios. Everyone receives customized analysis and recommendations.

As a former educator and a parent of 4 young children, I understand the value of education and how hard our clients work to ensure their loved ones can receive it. From expense planning to analyzing funding options to optimizing financial aid through asset positioning.

As we offer fully customizable investment portfolios and financial planning as well as in house tax planning and preparation, we are uniquely suited to manage the wealth of high net worth and ultra high net worth clients. With our strategic relationships with trust services providers, cash management and lending specialists, as well as alternative investment offerings, we offer the services of a large firm with the attention of a boutique firm.

As a CLU^® designation practitioner, I have extensive expertise in use and application of all of the most important tools for risk management. Whether clients are looking for managing risk related to health, life, disability, long term care or property and casualty, we have the ability to analyze their threats and opportunities and recommend the most suitable risk management techniques and tools.

Money management is complex, often involving monitoring cash, securities, debt, income, and various other aspects of cash flow. We help our clients focus on the big picture while we dig into the details to ensure that their money management is smooth, allowing them the freedom to focus on what matters most to them.

Sometimes we find that a client's primary need is a limited engagement that focuses on financial advice or consulting in a specific area of finance. Often this happens when a business owner is preparing to sell a business or some other asset, and needs extensive planning prior to a liquidity event. In instances like these, we offer project based planning on a flat fee basis.