Heather D. Matheney, CRPC®
Josh J. Bauer, CRPC®
1459 Interstate Drive Suite 205
Cookeville, TN 38501

Phone: (931) 526-3541 Toll Free: (800) 670-5902
Fax: (931) 528-2235


Products & Services

What many clients need is a professional with the experience and integrity to coordinate their personal and business financial planning.  In many cases, individuals and families may simply outgrow the scope of advice available from previous financial professionals and require a more personalized, sophisticated approach. Cantrell Financial Services can do just that. As your needs change through the years, your financial planning firm should work with you to assure that your plan fits the current stage of your life. We offer specially tailored programs and a commitment to you.  Cantrell Financial Services will develop an overall planning strategy to fit your needs as well as your resources.  Some of the financial services/products we provide include:

Financial & Estate Planning:
     Investment Needs Analysis
     Risk Management Analysis
     Wealth Transfer Analysis & Methodology
     Portfolio Management Programs
     Trust Management

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Retirement Planning:
     401K's Request A Quote
     Roth IRA's
     Profit Sharing
    Simplified Employee Pensions
    Non Qualified Deferred Compensation Plans

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*Investment Products:
     Mutual Funds
     Municipal Bonds
     Brokered Certificates of Deposit
     Government Securities
     Corporate Bonds
     Asset Management Accounts
     529 Education Plans
     Variable Universal Life
     Variable Annuities

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*Investment adviser representative and registered representative of, and securities and investment advisory services offered through Voya Financial Advisors, Inc. (member SIPC).

Insurance Products:
     Universal Life Request A Quote
     Term Life Insurance Request A Quote
     Deferred Annuities
     Tax-Sheltered Annuities
     Whole Life Request A Quote
     Medicare Supplements
     Long Term Care Insurance Request A Quote

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Business Services 

Employee Benefits

To provide comprehensive planning to our business clients we have partnered with Heath Benefits Solutions and Worksite Benefits Group.  Together we can provide your company a Benefits package that can add value to you and your employees all from one team.  The Benefits Package could include all or some of the following:

Retirement Plan

Group Health Benefits

Supplemental Insurance Packages




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