The Complete Cardinal Guide to Planning for and Living in Retirement

Buy here

Our Book

The financial complexities we face in retirement can be daunting. Social Security, Medicare, insurance, benefits, investments, and planning for long-term care presents many choices, challenges, and opportunities.
The Complete Cardinal Guide gives you the tools you need to understand how to make informed decisions that are right for you.

Buy the book HERE or get it by donating $10 or more to Alzheimer’s North Carolina in memory of Mary Scheil. Fill out the form below to let us know you donated.

The book is also available at Barnes & Noble and in many local libraries. If the book isn’t already in your library’s catalog, fill out the form below and we’ll contact your librarian to donate our book to their collection.
Buy the Book

Want a free ebook download?

Download PDF

We want as many people as possible to have access to our information. That is why we are giving everyone who wants it a free PDF download of our book.

Explore our other book!

htyhy
Workbook

Praise for “The Complete Cardinal Guide”

With over 30 yrs of financial advisor experience, this is the FIRST time I have ever seen anything written with such clarity for the normal, every day person. Planning for retirement and living it successfully takes understanding of the issues covered by this John. He even provides sample forms via Appendix A-H as exclamations for you to peruse……….. Clearly an easy read and thought-provoking source for any one anticipating retirement.

– Michael T.
– Michael T.

Praise for “The Complete Cardinal Guide”

Throughout our working years my wife and I have attempted to plan for our retirement. We’ve reached out to professionals for guidance and researched on our own hoping that we were making wise decisions. But as our retirement years are drawing near we’ve realized that most professionals seem to share only enough about retirement planning to convince you to buy a product. There are so many retirement topics that no one out there is teaching in an unbiased way. Thankfully we found this book. Hans explains everything in simple English with many easy to understand examples. This book is worth many more times what we paid. We now clearly understand what we need to do to be fully prepared for retirement.

– Larry H.
– Larry H.

Praise for “The Complete Cardinal Guide”

It’s nice to be able to find help formulating a plan for caring and graceful aging without financial ruin or familial burden. This is an illuminating and general guide for those that are unsure of options, or have no idea where to turn when faced with planning care for a loved one. It provided a calmness and sense of purpose, as well as a blue print for success, in an otherwise overwhelming time of upheaval and total confusion.

– Scott G.
– Scott G.
Previous
Next

Get In Touch

Contact us today with any questions, concerns, or just to stay connected.

Contact Us

Have questions? Contact us today!

[contact-form-7 id="d91790a" title="Contact Us"]
Sign Up For Our Weekly Email
Follow Us:
Linkedin Twitter Facebook Youtube
Call Us: 919-535-8261

Durham Office
2530 Meridian Parkway, Suite 100
Durham, NC 27713
(919) 535-8261

Charlotte Office
8307 University Executive Park Dr, Suite 252
Charlotte, NC 28262
(704) 412-6494

Greensboro Office
6520 Airport Center Drive, Suite 100
Greensboro, NC 27409
(919) 535-8261

Medicare experts paired with financial planners –  required to put our clients first. ©2022 Cardinal Advisors 

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
 
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. The content of this website is provided for informational purposes only and is not a solicitation or recommendation of any investment strategy. Investments and/or investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives. Index or fixed annuities are not designed for short term investments and may be subject to caps, restrictions, fees and surrender charges as described in the annuity contract. Any comments regarding safe and secure investments, and guaranteed income streams refer only to fixed insurance products. They do not refer, in any way to securities or investment advisory products. Fixed Insurance and Annuity product guarantees are subject to the claims paying ability of the issuing company and are not offered by Brookstone Capital Management. Information provided is not intended as tax or legal advice, and should not be relied on as such. You are encouraged to seek tax or legal advice from an independent professional. Cardinal Advisors is not affiliated with or endorsed by the Social Security Administration or any other government agency. Any review of “The Complete Cardinal Guide” is specific to the book and is not an endorsement of the advisor. 
Scroll to Top

Ansylla Ramsey

OFFICE ADMINISTRATOR

After 17 years as a hairstylist and salon owner, Ansylla joined the Cardinal Advisors’ team in April 2024.

She enjoys learning languages and is always planning her next international travel destination. 

Caleb Bartles

Life, Accident & Health insurance

Caleb Bartles obtained his Life, Accident & Health insurance licenses in the summer of 2024, and joined Cardinal Advisors’ team soon thereafter. Caleb previously served on active duty in the United States Air Force from 2012-2017, and graduated from Appalachian State University in 2020 with a B.S.B.A. in Computer Information Systems. After a few years working in the software industry, Caleb decided to make a career change to pursue his passion for finance and insurance.

Caleb lives in Fort Mill, SC with his beloved wife Jessica and two cats, Sméagol and Rosie. In his free time, he enjoys running, skiing, video games, going to concerts, and cheering for the Green Bay Packers.

Daphne Sutton

ADVISOR

Daphne started at Cardinal Advisors in 2024. She has been in the insurance field for about 5 years.
 
Originally from Tacoma, WA, she moved to Nc in 2005. When Daphne isn’t working, she spends time with her kids and makes body butter.

Tommy Fallon

ADVISOR

Tommy joined our Charlotte office after moving there in March with an interest in retirement planning. After graduating from NC State in 2022 with a Masters in Accounting, he worked in public accounting for some time and earned his CPA license. He is currently working on obtaining his NC Health, Life, and Medicare Supplement licenses. 

Tommy grew up in New Jersey, but has been living in North Carolina for the past 10 years. He enjoys skiing in the winter, going to the beach in the summer, and exercising during his lunch break.

Weekly Email

Want to get important updates first?

Don’t miss out on any important info, from Medicare deadlines to taxes, we will keep you updated! Try it out, you can always unsubscribe at any time.

Newsletter