Marissa Cantrell
Trusted Financial Professional Delivering Personalized Financial Strategies
Our team of experts is dedicated to helping individuals and businesses achieve financial success.
About Marissa
A Strategic, Client-First Approach to Financial Success
Originally from Western Colorado, Marissa Cantrell leverages a background in Exercise Science and a Master’s in Athletic Training to bring a disciplined, analytical approach for serving her clientele. After years of managing peak performance and recovery for university athletes, she now applies that same level of precision and individualized care to asset protection and wealth strategy. Marissa is deeply committed to financial literacy, empowering families and individuals to navigate their financial futures with clarity and confidence. She combines her dedication to service with a strategic mindset to help her clients achieve lasting security and peace of mind.
Marissa's Financial Expertise
We offer a wide range of services to meet your financial goals & needs
Life Insurance
Ensure your loved ones are covered and take advantage of benefits when health challenges arise.
Qualified Rollovers
Transitioning your 401K's into better performing options that avoid penalties.
Business Accounting
Precision Tax offers a variety of small business accounting service.
Indexed Growth Roth IRA, SEP IRA, Traditional IRA
Combine the tax-free growth of a Roth IRA with the market protection of indexed strategies.
Business Owner Strategies
From tax strategies to succession planning, we help entrepreneurs protect their business and build personal wealth at the same time.
Client Testimonials
What Clients are Saying
Experience, Transparency, and Education
"I am so impressed with the help I received from Marissa! We rolled over an old IRA I had from a previous job into an FIA. She is very knowledgeable and explained things so I could understand them. I will definitely be utilizing her services in the future."
BELINDA C.
"I recently restructured my life insurance with Marissa Cantrell and am very pleased with the result. Marissa explained everything so it was organized and easy to understand. I found she had a lot of knowledge about the products she could offer and explained what would be best to suit my needs and why. Her kind demeanor and attention to detail were key factors to setting the policy up and progressing in smoothly. I felt that Marissa was very professional and cared about getting me the best policy for my money. She will be the first place I go for any future insurance needs."
JOHN W.
"Marissa is more than my daughter, she is also helping me secure my future. She was very thorough on all of the annuity options and products available. Her friendly and kind demeanor was always there. I will definitely contact her for future services."
SEAN C.
Offered Financial Services
Included Services:
Marissa provides personalized financial solutions by offering a wide selection of services tailored to your specific needs. Schedule a free consultation to discuss your goals and determine the best options available to you. Her services include:
Life Insurance
Marissa offers a way to protect families, cover funeral cost, and pay off old debts.
Retirement Planning
Her retirement planning package minimizing losses, strategized planning, and a guaranteed income.
401K & IRA Rollovers
She specializes in indexed IRAs, tax avoidance, roth conversions, and easy rollovers.
College Funds
Her college funds offer strategies that are flexible, tax-free, and have secure aspirations.
Index Strategies
Marissa's index strategies offer fund protection, market protection, and credited opportunities.
Debt Relief
Custom curated debt relief plans prioritize simplifying debt, improving credit, and budget plans.
Business Solutions
Comprehensive business solutions that prioritize sustainable growth, asset protection, and smooth succession.
Long Term Care
Long term care solutions include comprehensive support, financial security, and healthcare needs.
Trust, Will & Estate
Trust, will & estate plans incorporate ways to reduce tax implications, improve living benefits, and preserve your family's legacy.
Please fill out the form below to share your financial planning needs and goals. We look forward to helping you build a secure and successful financial future.
