Services

Are you getting close to retirement and need a way to protect and grow your money while you start to take income from it?  Maybe you are in your first career, looking toward the future, and wondering how to grow your money in a wise way to reach your financial goals? Or have you been a DIY-investor for years and hit some difficult patches where you’ve lost your confidence in navigating the market?

What you need is a personal financial advisor that can help you develop a strong financial plan, built on tried-and-true best practices, that you believe in!  Once you do this you can avoid further financial investing failures, protect your hard-earned money, and even grow it so that you can reach your goals.

This is why Cardinal Investment Group exists.  Our mission is to help you reach your goals by growing and protecting your assets. 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.

No matter the stage of life, or the financial situation you are in, we can help you reach your financial goals. You may be ready to retire and need advice about what step you should take next. In addition to helping you with that transition, we will help you plan your investments to meet your retirement income needs. Retirement may be in the distant future for you.  If so, we can help you accumulate retirement assets and get a firm plan in place so that you can meet your retirement goals.  You may also want to save for your child’s education.  You may already be in retirement and need to make sure your retirement is invested appropriately and that your income will not run out.  Your focus may be on protecting your assets or transferring wealth efficiently to the next generation.  We can help you in any of these areas.  Our goal is to serve as your financial tour guide through these stages of life from beginning to end so that you are not alone.

You have worked too hard to leave your financial future to chance.  Here is how we believe we can help develop a strong plan that meets your needs.

This list of financial services can be confusing to learn about and even more confusing to use effectively.  Let us help.  Don’t waste time struggling to make sense of it all.  This is why Cardinal Investment Group exists: To educate and advise people just like you, so that you can make the best decisions possible, working toward the best possible future financial outcomes.  Investing services, products and financial planning can be difficult, but that doesn’t mean that choosing a financial advisor has to be.

Schedule a FREE Assessment today and meet with one of our advisors to start the conversation.  This is not a sales pitch but a real conversation about your current financial situation and your future goals.  It is our goal to empower you with financial education and our holistic approach to help you make great financial decisions and to reach your financial goals.