Cardinal helps you embrace the 7 worries in retirement.

Medicare.

What is Medicare? What are its Parts? We walk you through the differences between parts, supplements, and advantage plans and how Medicare covers your prescriptions. Our advisors are Medicare experts and will answer any and all questions you have. Learn more about Medicare.

Social Security.

What age should I take my Social Security? We respond to all of your Social Security concerns from optimizing your benefits to figuring out how your spouse’s Social Security affects you. Check out common questions.

Long-Term Care.

How do I plan for Long-term Care? If there’s one thing we want to make sure you know is that Long-Term Care does NOT equal nursing home. Most of our clients, including Hans, instead plan for assisted or in-home care. 70% of people over the age of 65 will at some point need Long-Term Care options. Start exploring your choices.

IRAs.

How do IRAs work? What’s the difference between Roth IRAs and Traditional IRAs? We’ll help you understand and plan for required minimum distributions too. Weigh your options.

Life Insurance.

Are there different kinds of life insurance? How do I go about estate planning? What part do taxes play in all of this? If you’ve got life insurance questions, we’ve got answers. Begin here. 

Retirement Income.

Planning for retirement income is all about gauging risk vs. reward. Not interested in risk anymore? We understand. We’ll introduce you to annuities. Manage your risk.

62+ Taxes.

Taxes. Nobody likes taxes. We’ll help you strategically plan out your Social Security taxes, Medicare surcharges, and income taxes. The goal? To minimize them as much as possible. Let’s talk taxes.

Contact Us.