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Our approach

“For tomorrow belongsto the people who prepare for it today.” ~African Proverb

The team at Blue Cardinal Wealth Solutions believes that having the right plan in place is an important element in determining one’s financial outcome. We work with successful families and businesses to ensure their goals are identified and measured steps are taken to track their progress toward achieving them. Whether your goals include funding your child’s education, leaving a legacy to your heirs and charitable passions, or simply creating a retirement income strategy our dedicated and experienced group is here to help.

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Evaluate your 401(k)

Many people wait to roll over their 401(k) dollars until they change jobs or retire. Depending on your financial goals, your age and your investment strategy, it may make financial sense to roll over some of your assets while you’re still working and contributing to a 401(k) plan. We can help you evaluate the pros and cons and determine if a rollover fits with your overall retirement savings strategy. Together, we can help you work toward your financial future with more confidence. Learn about your options with the Rollover Evaluator.