The Complete Cardinal Guide




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Cardinal Advisors will help you sort out the confusion around long-term care, Medicare, Social Security, IRAs, life insurance, and taxes.

Our process focuses on consumer education to drive your success, especially when it comes to creating a comprehensive retirement plan. Look around the site. Send an email, give us a call, or message us

We serve clients like you in all 50 states and D.C.

This Week on Finishing Well:

Understanding Medicare

Medicare can seem like alphabet soup – even those already on Medicare struggle to understand it. Simply put, Medicare, also know as Original Medicare, consists of four parts; A, B, C, and D. Medicare Supplements are lettered plans (G, F, and N) and are often purchased with Medicare. If you’re already on Medicare and have a supplement, here’s what you need to know: All supplement plans of the same letter are exactly the same; the only difference between companies is price. Once you understand the different parts of Medicare, it’s easy to figure out how to take full advantage of the benefits you’ve paid into for years. Visit our Medicare page to learn more here.

Social Security Planning

Social Security plays a huge part in building a secure retirement. Unfortunately, maximizing your Social Security check is not as simple as electing to take your benefits the month you turn 65.  As much as people come to depend on Social Security, many don’t understand its basics and leave money on the table.

You should start planning for Social Security before you turn 62 so you can review all of your options. If you’ve already taken your Social Security benefit – you’re done! Click here to learn more.

Long-Term Care Planning

Nothing wipes out savings like long-term care bills. We’ve seen this happen far too often simply because people haven’t planned for it. It’s difficult to accept the possibility of incapacity; so if this is you, know you’re not alone. However, it’s important to think about because the financial consequences of failing to plan for long-term care fall on the family. There are 4 different routes available to you:

These solutions are not mutually exclusive—they can be mixed and matched depending on your assets, income, and personal preferences. Save your family the confusion and fear and secure your savings; there’s a solution for everyone.

Why Buy The Book?

The financial complexities we face in retirement can be daunting. Social Security, Medicare, insurance, benefits, investments, and planning for long-term care presents many choices, challenges, and opportunities. The Complete Cardinal Guide gives you the tools you need to understand how to make informed decisions that are right for you. Get the book by clicking HERE, by visiting Barnes & Noble, or by donating $10 or more to Alzheimer’s North Carolina in memory of Mary Scheil. Fill out the contact form below to let us know you donated and we’ll send you the book at no additional cost.

Contact Us.

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Call (919) 535-8261 today for a FREE quote comparison of more than 30 companies!

Making Medicare (and retirement) Easy

Our site and our agents are here to give you valuable, unbiased information about your Medicare choices. Find out more info about parts, plans, and prescriptions quickly.

Support for Life

We provide lifetime assistance with your insurance policies. We're here to help you sort through the statements, resolve unpaid claims, and search for affordable options that fit your needs. You are not in this alone.

We work for you, not the insurance companies

No more having to find the only guy in town who sells for one insurance agency. At Cardinal, we are licensed in all 50 states and D.C. with clients in every location. We sell for over 30 insurance companies, and can get you the best priced plan for your needs.

Connect with us:

Office Locations:

Durham Office
2530 Meridian Parkway, Suite 100
Durham, NC 27713
(919) 535-8261

Charlotte Office
8307 University Executive Park Dr, Suite 252
Charlotte, NC 28262
(704) 412-6494

Greensboro Office
6520 Airport Center Drive, Suite 100
Greensboro, NC 27409

Medicare experts paired with financial planners - CFPs®, fiduciaries, required to put our clients first.

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