919-535-8261

The Complete Cardinal Guide

TO PLANNING FOR AND LIVING IN

RETIREMENT

WE HELP YOU EMBRACE THE 7 WORRIES IN RETIREMENT

Cardinal helps you embrace the 7 worries in retirement.

 

Our services, The 7 Worries:

1. Medicare

What is Medicare? What are its Parts? We also walk you through how Medicare covers your prescriptions. Learn more about Medicare.

2. Social Security

What age should I take my Social Security? We help you optimize your benefits and figure out how your spouse’s Social Security affects you. Check out common questions.

3. Long-Term Care

How do I plan for Long-term Care? Over 70% of people 65+ will need Long-Term Care options. Most of our clients opt for at-home care. Start exploring your choices.

4. IRAs

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

5. Life Insurance

Are there different kinds of life insurance? How do I go about estate planning? How do taxes factor into all of this? Begin here. 

6. 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.

7. 62+ Taxes

We’ll help you strategically plan your Social Security taxes, Medicare surcharges, and income taxes. The goal? To minimize them as much as possible. Let’s talk taxes.

[Insert Worry Here]

Don’t see your question in the 7 Worries? No problem! Give us a call, email us, or fill out the contact form on the site.

Contact Us.

Form Submission - What a Recession Could Mean for your Retirement

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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.

Office Locations:

Durham Office
2530 Meridian Parkway, Suite 100
Durham, NC 27713
(919) 535-8269

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

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

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