Clients

Cardinal Advisors Financial Planning

Posted August 25

Founded in 2010 by Hans “John” Scheil, a Certified Financial Planner™ (CFP®) and a Chartered Advisor for Senior Living (CASL®) as well as the author of The Complete Cardinal Guide: To Planning and Living in Retirement, Cardinal Advisors, was formed with the mission to help clients prepare and live in retirement.

WRAL Digital Solutions WRAL Digital Solutions Located in Cary, NC, Cardinal Advisors is a team of independent insurance agents and financial advisors who strive to help clients sort out the confusion around long-term care, Medicare, Social Security, IRAs, life insurance, and taxes.

Cardinal Advisors specializes in several services, which include but aren’t limited to:

  • Strategizing Your Social Security Benefit
  • Medicare Strategizing
  • Long-Term Care Insurance
  • IRA Strategizing
  • Strategizing Life Insurance and Estate Planning
  • Strategizing Retirement Income
  • Strategizing Income Taxes

Personal relationships are of great importance to the advisors at Cardinal Advisors. They aim to build strong, caring relationships with their clients built on trust. Cardinal Advisors’ goal is to assure their client’s well-being and financial security, and to provide their clients with protection from unbearable risks, safety for their estates and family, and to reduce worries on retirement.

While their home office is on Edinburgh S. Drive in Cary, NC, Cardinal Advisors primarily provides services to people in their 60s and 70s who live in the greater Raleigh or Triangle area. However, they also serve to clients in all 50 states, plus Washington, D.C., via personal telephone service.

CEO Scheil describes Cardinal Advisors and The Complete Cardinal Guide as affordable, educational tools and resources for creating a comprehensive retirement plan. He believes education is the first step in a successful post-employment life and he created Cardinal Advisors in order to provide that knowledge to clients of all types.

Cardinal Advisors also offers several free services on their website such as a social security timing report, a listing of 30-40 Medigap (Medicare Supplement) insurance companies in your zip code, a complimentary life insurance quote, and general information on IRA, retirement income, and income taxes.

For more information on Cardinal Advisors, visit their website at https://cardinalguide.com or give them a call at (919)-535-8261.

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