PREPARE FOR YOUR FUTURE

TRUST

We create strategies you can trust that are tailored to fit your current needs and future goals, not ours.

PROTECT

Years of experience have prepared us to guide you through life by protecting your assets.

SUCCEED

Our mission is to help you reach your goals by growing and protecting your assets for success.

TIME AND MONEY ARE LIMITED


Time is your key to not running out of money later in life for you and your family.

Don't wait any longer.

Invest intentionally in your future now.






SCHEDULE FREE CONSULTATION

EMPOWER YOUR MONEY TO WORK FOR YOU NOT AGAINST YOU

TRUST THE PLAN

TRUST THE PLAN

Stop worrying about planning.

We create strategies that are tailored to your needs and goals so you can be a confident planner and investor.

PROTECT YOUR ASSETS

PROTECT YOUR ASSETS

You work hard for your money.

Learn how your money can work hard for you! Sleep well at night knowing that you have invested wisely for your future.

LEAVE A LEGACY

LEAVE A LEGACY

Plan now with the end in mind.

Succeed by reaching your financial goals so that you can leave a strong financial legacy to the next generation.


YOUR GOALS BECOME OUR GOALS

CLIENTS FIRST

CLIENTS FIRST

Our team of advisors have served hundreds of people for over 15 years and have over 100 years of experience to put to work for you.

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EDUCATION

EDUCATION

We educate our clients and take the mystery out of investing, insurance, estate conservation, and preserving wealth.

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HELP & SERVE

HELP & SERVE

Our main goal is to help you reach your financial goals, not ours, because you are our most important investment.

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SERVICES TO HELP YOU REACH YOUR FINANCIAL GOALS

INVESTMENTS

FINANCIAL PLANNING

INSURANCE


HOW TO GET STARTED

HOW TO GET STARTED

  1. REQUEST A FREE CONSULTATION. Get matched with a personal financial advisor.
  2. GET A FINANCIAL STRATEGY. Your personal advisor will work with you to develop a strategy that will fit your needs not theirs.
  3. EMPOWER YOUR MONEY. Sleep well at night knowing that your strategy will get your money working for you, not against you.


SCHEDULE FREE CONSULTATION


STOP WORRYING ABOUT THE FUTURE AND MAXIMIZE YOUR TIME AND MONEY

STOP WORRYING ABOUT THE FUTURE AND MAXIMIZE YOUR TIME AND MONEY

At Cardinal Investment Group we know that you want to be a confident money manager who can sleep well at night because you know your money is being maximized, not wasted.

In order to do that, you need a personal financial management strategy that you believe in. 

The problem is that you are worried that this will restrict your lifestyle too much, which could make you hesitate to even consider this process at all.

We believe no one should have to experience the anxiety that comes with not having a strong financial management strategy to guide them to reach their financial goals.

Our team at Cardinal Investment Group understands that there is a lot of uncertainty when developing a financial strategy. Which is why we will empower you, not control you, as we help you develop a personalized strategy that you will be confident in. It will act as your financial roadmap that we will use to help guide you for years to come.

So, stop wasting your time and money with emotional money decisions. Instead, be confident that your time and money will be working for you and not against you.

SCHEDULE FREE CONSULTATION

Unlocking the Treasures of Financial Wellness

Does your financial life need a check-up? Grab this free guide to learn how to get your finances in tip-top shape.

 

Latest Financial Planning Blog


Growth, Value or Both

The terms growth and value are often used to describe two different investment strategies, yet many investors may want both qualities in an investment. Famed investor Warren Buffett put it this way in a 2015 interview: “I always say if you aren’t investing for value, what are you investing for? And the idea that value and growth are two different things makes no sense…. Growth is part of the value equation."

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