919-535-8261

TO PLANNING FOR AND LIVING IN

RETIREMENT

WE HELP YOU EMBRACE THE 7 WORRIES IN RETIREMENT

THE CARDINAL GUIDE TO: 
Strategizing Retirement Income 

 Stop chasing return and start managing risk.

 As you age, income becomes more important than account balances.

 Consider fixed indexed annuities, which can provide lifetime income and some nice guarantees.

 Long-term care implications of your investments: Using long-term care services, paid for by you, will create a big dent in your savings and income. Many fixed indexed annuities have long-term care enhancements and don’t require you to answer health history questions. The need for long-term care funds could come at the wrong time relative to the ebb and flow of markets, so buying these enhancements could be a good choice.

 Fill out the form below to contact Cardinal and get more information!

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Useful Documents

For some more information on one source of retirement income, click below to read the NAIC Buyer’s Guide for Fixed Deferred Annuities.

Cardinal Guide

Durham Office

2530 Meridian Parkway, Suite 100
Durham, NC 27713

Charlotte Office

5309 Monroe Road,
Charlotte, NC, 28205

Greensboro Office

6520 Airport Center Drive, Suite 100
Greensboro, NC 27409

Contact
Hans@cardinalguide.com
Mon-Fri: 9 am - 6 PM (EST)
Saturday-Sunday: Closed
919-535-8261

Charlotte and Greensboro office visits by appointment only.

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