Team photo for Cardinal Pointe Financial Group
Client Satisfaction 4.9 / 5 rating based on 410 reviews
See disclosures

  • Key tax considerations

    Review tax planning strategies throughout the entire year, not just during tax season.

    Explore tax insights

  • Market volatility

    Stay on track with your financial goals during changing market conditions.
    Gain insights

  • Get to know us

    We are committed to helping our clients achieve their financial goals. Learn about our team.
    Meet the team

Background and qualification information is available at FINRA's BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Reach your financial goals with confidence

What are you doing today to prepare for your goals tomorrow?

We take the time to understand what’s truly important to you — whether it’s saving for college, living the retirement lifestyle you choose, making smart investments or anything else.

The personalized financial advice we offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life.

Learn more about how we can help you meet your financial goals

Featured insights

  close
View more markets and economic insights

Events

Retirement Party in Honor of Barry Whitt

Please join us for a retirement party in honor of Barry Whitt. Cocktails and hors d'oeuvres will be served.

View all events

Financial advice with your taxes in mind

In our practice, we provide personalized financial advice to help you manage the impact of taxes over your lifetime and beyond. Working with your tax professional and using our exclusive Confident Retirement® approach, we consider options such as Roth IRA conversions and other tax-free investments, tax-free college savings plans and charitable gift-giving, tax diversification and tax-efficient withdrawals from retirement accounts. Together, we can help you meet your financial future with more confidence. To get started, request a complimentary initial consultation.