Cardinal Wealth Partners
TAILED FOR YOU
Independent financial firm offering complete objectivity and unbiased advice for personal financial success.
About
As an independent firm, Cardinal Wealth Partners is committed to offering complete objectivity and unbiased advice. Our educational approach takes the mystery out of investing, insurance, estate conservation, and preserving wealth.
We strive to build long-lasting relationships with our clients, offering ongoing education and guidance. Our first priority is your overall financial success. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success. Our site is filled with educational videos, articles, presentations, and calculators designed to help you learn more about the world of personal finance.
Services
Investments
Assistance with a variety of investment products including bonds, common stock, educational IRAs, traditional IRAs, Roth IRAs, SEP IRAs, Simple IRAs, brokerage accounts, treasury bills, government securities, treasury notes, and variable annuities.
Financial Planning
Comprehensive financial planning services including retirement plans, tax plans, 401(k) planning, 403(b) planning, college plans, estate plans, money purchasing plans, profit sharing plans.
Insurance
Insurance services including disability income insurance, life insurance, long-term-care insurance.
