The Complete Cardinal Guide




Our Book.

BookAuthority Best Retirement Planning Books of All Time

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. Buy the book HERE or get it by donating $10 or more to Alzheimer’s North Carolina in memory of Mary Scheil. Fill out the form below to let us know you donated. The book is also available at Barnes & Noble and in many local libraries. If the book isn’t already in your library’s catalog, fill out the form below and we’ll contact your librarian to donate our book to their collection.

Our Workbook.

In 2016, Leapfolio published the Complete Cardinal Guide to Planning for and Living in Retirement. The Guide provides an overview of the major problems that retirees face and the simple strategies they can implement to make their retirement financially successful. The Guide fulfilled Cardinal’s expectations and proved to be a success; and more than 6,000 copies were sold or distributed within a year of publication. However, Hans learned that the Guide isn’t quite sufficient by itself. So he and Doug Amis created this Workbook to offer additional examples of real-life situations, products, and strategies, and guidance to help people prepare to discuss retirement planning with a professional advisor. Get your own copy HERE.

About the Book.

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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