At Cardinal, we want to get to know you. We don't believe in a one size fits all approach. All our recommended solutions are personalized based on your situation. We educate before recommending solutions, taking care along the way to make sure you understand all the pieces of your retirement plan, from your Medicare coverage to your Social Security plan.
We work for you, not the insurance company. As an insurance brokerage, we represent a multitude of insurance companies, giving us the unique ability to shop around and find the best solution for your bottom line, not our bottom line. Retirement brings change. Cardinal is here to give you a roadmap to navigate these changes, especially when it comes to your money and legacy.
We work for you, not the insurance company. As an insurance brokerage, we represent a multitude of insurance companies, giving us the unique ability to shop around and find the best solution for your bottom line, not our bottom line. Retirement brings change. Cardinal is here to give you a roadmap to navigate these changes, especially when it comes to your money and legacy.
Services
Our CEO, Hans Scheil, founded Cardinal Advisors in 2010. From 1976 to 2010, Hans worked for two large insurance companies as an agent and sales manager. Hans was convinced there was something missing from the heart of these large insurance companies: they lacked empathy for their clients. Instead of focusing on the best interest of their customers, Hans watched the culture morph into a company profit and commission-centric environment.
Our team is based in 2 locations, Durham and Charlotte, though we are available to help anyone over the phone or through email and text. Cardinal's employees work as a team in order to give our clients the best service around. Our goal is to help you reach your goals and our team is well equipped to help you do this.
We believe in and practice individual responsibility, so we look for clients who believe their financial situation in retirement is their personal responsibility. It is our responsibility to help them make the most of what they have. Open and honest communication means clients hear both the good and the bad in all of our recommendations.
Retirement should be a time of relaxation and enjoyment. At Cardinal, we've found that when clients come to us worried about something, from their families to finances, they want reassurance that there is a solution.
While we don't have all the answers, we do have advanced technical training, product knowledge, and years of experience helping clients who are worrying about Medicare, Social Security, long term care, IRAs, life insurance, estate planning, retirement income, and taxes.The best way to stop worrying is to acknowledge your concerns, explore your options, and come to an educated solution.
While we don't have all the answers, we do have advanced technical training, product knowledge, and years of experience helping clients who are worrying about Medicare, Social Security, long term care, IRAs, life insurance, estate planning, retirement income, and taxes.The best way to stop worrying is to acknowledge your concerns, explore your options, and come to an educated solution.
From Parts, to Plans, to Premiums, Medicare is confusing. We break it down and lead you to a place where you can make educated Medicare insurance decisions. We are Medicare experts who have access to over 30 Medicare Supplement companies and Medicare Advantage companies. We understand how Medicare plays into your larger retirement picture.
