Ready to Start The Retirement Process?

Cardinal is a commission-free retirement and tax planning firm.  Fees are transparent and are based on the complexity of individual needs. We always outline fees upfront, which means no surprises, and no hidden charges — ever. 

Yes. It’s important to us that you feel comfortable with our services and our process. We offer a complimentary, 30-minute call so we can spend some time getting to know one another before any final decisions are made. From there, we can discuss one-time project fees around specific services, including ROTH IRA conversions, retirement income planning and social security timing. 

Interested in learning more? Schedule your complimentary call today.

Unlike other financial planners, we only focus on retirement planning and tax implications. We consider ourselves retirement specialists, so if you’re mid-career and looking for aggressive stock option plays, unfortunately, we are not it.

But, if you want expertise around how to create a reliable income stream in retirement, optimize your taxes and invest strategically for the next phase of life, you’re in the right place. Our team has deep knowledge around tax strategies, and coupled with expertise in the tax preparation field, Cardinal is able to satisfy the competing needs of both personal and business wealth so you can retire with peace of mind. 

Ready to get started? Schedule a free, introductory call today.