At Cardinal Pointe Financial Group, our mission is to help our clients navigate through life's journey - the celebrations and the challenges - by delivering comprehensive financial advice with integrity.
We aim to inspire confidence, simplify the path to goal achievement, and make a positive impact for future generations.
Our core values are family, integrity, health, faith, and loyalty.
Chartered Retirement Planning Counselor, CRPC™
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We will contact you to set up a complimentary initial meeting. During the initial conversation, we’ll discuss your financial goals, needs and the personalized advice I provide if you decide to work with us.
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The initial consultation provides an overview of financial planning concepts. You will not receive written analysis and/or recommendations.
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