How We Do Business

We are Advisors, first.

Our philosophy of investing guides us into building financial plans instead of just selling investment products. As advisors, we are fiduciaries which means we recommend what is in your best interest. We believe in following a plan where our clients are protected from chasing returns and missing critical milestones. Through our journey together, we prepare our clients for the future.

Our goal is to educate and equip our clients to confidently face the financial challenges life will bring. We can help you with financial goals you have in any stages of life.

  • Pre-retirement Planning for any age
  • Transitioning into Retirement
  • Income Planning For Retirees
  • Asset Protection
  • Transfer of wealth to the next generation

We bring the World of Investments to YOU

In our meeting with you, we will be listening for those concerns, values, fears, and hopes that you have for your future. Investments are but tools to be directed into a plan which satisfies those desires. As an independent investment firm, Cardinal Investment Group will choose specifically those investments and products which can facilitate your goals and desires.

Such as:

  • Mutual funds diversified for your growth and protection
  • Life Insurance products where we can provide security for you and your family
  • Indvidual stocks and bonds, which will meet specific concerns and issues
  • Exchange Trade Funds which provided low cost and specific investment targets
  • Covered call stock strategies
  • Laddered fixed income strategies (Bonds and CDs)
  • Various Annuity insurance products that can help with income benefits in retirement and other goals.

As financial professionals, Cardinal Investment Group, works for you by drawing from our extensive experience, and knowledge of investment products. Our philosophy of seeking your best interest will provide you with just the right mix of advice, investments, and planning to achieve the financial future you want.