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Your Retirement & Tax Planning Partner

Take the First Step Toward a Personalized Retirement Plan

Retirement Planning Services

A solidified plan can have a significant impact on your post-retirement financial opportunities. Incorporate your taxes and investments into a retirement plan that will maximize your finances in the long run.
Retirement Income Strategies
Retirement Income Strategies
Social Security Analysis
Social Security Analysis
Investment Management
Investment Management
Tax Planning
Tax Planning
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Certified Financial PlannerTM Professional

With 30 years of experience as a Certified Financial PlannerTM and Certified Public AccountantTM, we know how to navigate the complexities that come with organizing your finances in or as you near retirement.

With fiduciary, commission-free financial plans, you can feel confident knowing you are receiving a personalized solution that works in your best interests.

Our Mission

To provide you with a plan that focuses on your goals, desired level of risk in your investments, and takes into account the tax implications in retirement.

About us

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Our Ideal Clients Are:

Happy Retired Couple

Preparing for retirement or recently retired

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Interested in a partnership based on goals, not assets under management

Looking For Someone

Looking for someone to manage retirement income and taxes

Our Success Stories

Income Strategies – Retirees Who want a partner post image

Income Strategies – Retirees Who want a partner

Barb was well into retirement but had the good fortune to be the beneficiary of a friends Estate, receiving both an inherited IRA

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Organized Plan post image

Organized Plan

Mike was referred to us by a CPA who prepared Mike’s father’s tax return. Mike’s father was diagnosed with early onset of dementia

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Business Executive

Steve was ready to move on from his busy executive life to pursue other interests and had provided for his family and his

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Retire Confidently with the Right Plan

Retire confidently with a financial plan that combines your taxes and investments, all while focusing on your needs. Discuss your post-retirement financial opportunities with experts who know how to create a comprehensive retirement plan.

On the Blog

Paying the Bills: Potential Sources of Retirement Income post image

Paying the Bills: Potential Sources of Retirement Income

Planning your retirement income is like putting together a puzzle with many different pieces. One of the first steps in the process is

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Reaching Retirement: Now What post image

Reaching Retirement: Now What

Asset allocation and diversification are methods used to help manage investment risk; they do not guarantee a profit or

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What Is a Certified Financial Planner<sup>TM</sup> Professional? post image

What Is a Certified Financial PlannerTM Professional?

A Certified Financial Planner™ professional, or CFP® practitioner, is a financial professional who meets the requirements established by the Certified Financial Planner Board

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Mark Boatright CPA, CFP®

Phone: 720-407-6802
Email: markb@cardinalpg.com

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