About Us
Taking Every Wave in the Sea of Opportunity
Our commitment lies in offering strategic wealth, income, and life insurance services that are precisely tailored to meet your unique needs.
Amanda & Joshua Cantrell
Financial Planners, Licensed Insurance Agents
Meet:
Amanda Cantrell, Certified Financial Fiduciary Financial Security Advocate
Licensed In Multiple States
Empowering Everyday Americans with Personal Finance Expertise
Amanda, a native of Georgia, is an accomplished professional who has transformed her career to make a profound impact on the lives of those around her. With a background in corporate retail as a skilled buyer and planner, Amanda has honed her business acumen and now utilizes her expertise in the Financial Services sector, guiding individuals towards a more secure financial future.
In 2020, when the Covid pandemic struck, Amanda's life took a significant turn. As a brand new mother during these challenging times, she recognized the importance of taking control of her own destiny and fostering financial stability for her family. This pivotal moment prompted Amanda to venture into the Financial Services industry, where she could leverage her corporate experience to support others in their financial journeys.
Amanda's drive to learn and her determination to achieve success have been the driving forces behind her transition. Drawing from her past roles, she skillfully analyzes market trends, assesses risks, and identifies opportunities for her clients to optimize their financial decisions.
One of Amanda's most genuine desires is to assist everyday Americans with their personal finance matters. She believes that financial literacy is the key to unlocking opportunities and ensuring a brighter future for individuals and their families. Through one-on-one consultations and educational workshops, Amanda empowers her clients to make informed decisions and take control of their financial destinies.
Her leadership skills have also been instrumental in building a team of like-minded professionals across the country. Amanda understands the value of collaboration and knows that by working together, they can better serve a diverse clientele in every corner of our country. Under her guidance, her team has become a cohesive force, dedicated to providing tailored financial solutions and exceptional customer service.
Beyond her professional endeavors, Amanda remains actively involved in her community. She volunteers her time with local organizations, striving to promote financial education and empower underserved populations to achieve their financial goals.
In her journey from corporate retail to the Financial Services industry, Amanda epitomizes the resilience and adaptability needed to thrive amidst change. She continues to inspire others through her passion for helping people take charge of their lives, one financial step at a time. As a beacon of knowledge, leadership, and compassion, Amanda is making a lasting impact on the lives of countless individuals, reaffirming her commitment to building a more financially secure America for all.
Meet:
Joshua Cantrell, Financial Strategist
Combat Wounded Veteran
Licensed In Multiple States
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A Veteran with a Mission to Help Others Thrive
After an illustrious 21-year career in the United States Army, Josh's service and dedication to upholding the values of his nation is truly commendable. Now in his second professional chapter, Josh is providing strategic financial planning to Veterans and their families with a focus on better alternatives to VGLI and SBP, and building secure future for their TSP.
Driven by the belief that everyone deserves the opportunity to achieve financial security, Josh now devotes himself to educating people on financial matters, with a specific focus on helping other Veterans secure a strong financial future. He firmly believes that knowledge is power and that understanding basic financial principles can profoundly impact individuals and families, enabling them to make informed decisions and secure their futures.
Through workshops and one-on-one consultations, Josh extends a helping hand to anyone seeking to improve their financial well-being. He is an expert VGLI and SBP Alternative Strategy planner, having developed a hybrid life insurance approach that is often the perfect solution for Military Retirees. His engaging approach, coupled with his vast experience and unique insights, makes him the Independent Life Insurance Agent that you want to work with to secure your financial future.
Josh's commitment to serving the community remains unwavering, and he is dedicated empowering others with the tools and knowledge they need to navigate the complexities of personal finance. He understands that achieving financial freedom is not just about wealth accumulation but also about building a solid foundation for a more stable and prosperous future.
As Josh continues his journey in spreading financial literacy and giving Veterans better options for their future, he leaves a lasting impact on the lives of countless individuals. His passion for giving back to society, instilled in him during his time in the military, continues to drive him forward in making a difference in the lives of others.
With a heart that beats for service and a desire to uplift those around him, Josh Cantrell is committed to taking care of you. As he shares his knowledge and expertise, he empowers others to take control of their financial futures, one step at a time.