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Cardinal Advisors

Cardinal Advisors can help you sort out the confusion around long-term care, Medicare, Social Security, IRAs, life insurance, and taxes. Consumer education is key to the success of our process, especially when it comes to creating a comprehensive retirement plan. Look around our site. Send an email, give us a call, or message us. We serve clients like you in all 50 states and D.C. Investment advisory services offered through Brookstone Capital Management, LLC (BCM), a registered investment advisor. BCM and Cardinal Advisors are independent of each other. Insurance products and services are not offered through BCM but are offered and sold through individually licensed and appointed agents.

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Insurance 17 Employees Found Durham, United States 46146 Similar Companies
17 Employees Found
93% Email Coverage
$9.0M Est Revenue
1 Office HQ
46146 Similar Companies

Frequently asked questions about Cardinal Advisors

What is Cardinal Advisors email format?

The widely used Cardinal Advisors email format is {first_initial}{last} (e.g. jsmith@cardinalguide.com) with 75.00% adoption across the company.

What is Cardinal Advisors customer service number?

To contact Cardinal Advisors customer service number in your country click here to find.

Who is the CEO of Cardinal Advisors?

Hans "john" Scheil is the CEO of Cardinal Advisors. To contact Hans "john" Scheil email at hansescheil@gmail.com or hans@cardinalguide.com. Or you may call +1.9195358261

Who are the decision makers in Cardinal Advisors?

The decision makers in Cardinal Advisors are Hans John Scheil, Hans "john" Scheil, Hans Scheil, etc. Click to Find Cardinal Advisors decision makers emails.

What services does Cardinal Advisors provide for long-term care planning?

Cardinal Advisors offers comprehensive long-term care planning services to help individuals and families navigate the complexities of long-term care insurance. We provide education on the various options available, assist in evaluating personal needs, and help clients select the most suitable policies. Our goal is to ensure that you have a clear understanding of your options and can make informed decisions about your long-term care needs.

How can Cardinal Advisors assist with Medicare and Medicare Supplement Insurance?

At Cardinal Advisors, we specialize in Medicare education and enrollment assistance. We help clients understand the different parts of Medicare, including Part A, Part B, Part C, and Part D, as well as the benefits and coverage options available. Our team can guide you through the process of selecting a Medicare Supplement Insurance plan that best fits your healthcare needs and budget, ensuring you maximize your benefits.

What strategies does Cardinal Advisors recommend for Social Security benefits?

Cardinal Advisors provides personalized Social Security strategizing services to help clients optimize their benefits. We analyze your unique financial situation, including your retirement age, income needs, and family dynamics, to develop a tailored strategy for claiming Social Security. Our goal is to help you maximize your lifetime benefits while considering tax implications and other retirement income sources.

What types of life insurance does Cardinal Advisors offer?

Cardinal Advisors offers a range of life insurance products, including term life, whole life, and universal life insurance. We work closely with clients to assess their financial goals and family needs, ensuring they choose the right type of coverage. Our advisors provide education on the benefits of each policy type, helping clients understand how life insurance can play a crucial role in their overall financial plan.

How does Cardinal Advisors help with IRA management and post-retirement investments?

Cardinal Advisors assists clients in managing their Individual Retirement Accounts (IRAs) and developing post-retirement investment strategies. We provide guidance on the different types of IRAs, including traditional and Roth IRAs, and help clients understand the tax implications of withdrawals. Our advisors work with you to create a diversified investment portfolio that aligns with your retirement goals, risk tolerance, and income needs.

What resources does Cardinal Advisors provide for understanding taxes for individuals aged 62 and older?

Cardinal Advisors offers educational resources and personalized consultations focused on tax strategies for individuals aged 62 and older. We help clients understand the tax implications of retirement income sources, including Social Security, pensions, and withdrawals from retirement accounts. Our team provides insights on tax-efficient withdrawal strategies and potential deductions, ensuring that clients can effectively manage their tax liabilities in retirement.