Mitigate Your Clients Risk While Creating Wealth

Our mission is to provide advisors and their client’s customized and transparent insurance and planning solutions that meet clients’ unique needs.

Cardinal Wealth Partners can assist you with managing the most important planning objectives clients face: Appreciation and Protection


  • Wealth accumulation is a life long objective.
  • Investing continues throughout various market cycles regardless of time horizons.
  • Long term investment success is based on time in the market and asset allocation.


  • Large complicated estate protection.
  • Young families with growing estate protection.
  • Limited income protection for retirees.

Cardinal Wealth Partners / Advisor Partnership Structure

  • Cardinal Wealth Partners’ mission is to enhance your client relationships.
  • Simplified and transparent commission structure.
  • Integrated financial and estate planning services provided by a CERTIFIED FINANCIAL PLANNER®.
  • Open architecture carrier access.
  • Continuous carrier due diligence to ensure best fit practices for advisor/clients.
  • Case solution comparison analysis.
  • Life insurance needs analysis calculators.
  • Case management and point of sale services.

Areas’ of Expertise

Life Insurance

  • Universal and VUL policies with LTC payout options
  • Less expensive term policies.
  • Buy / Sell Agreements

Long Term Care Insurance:

  • Various funding options to prepare for a long term care event.
  • Solutions include home health and facility care alike.
  • Utilize life insurance riders to provide flexibility of paying for LTC needs or leave proceeds to heirs.

Disability Insurance:

  • Income protection/replacement due to illness or injury.
  • Both business and individual solutions available.


  • Provide tax deferred growth and predictable retirement income.
  • Options include fixed and variable with guaranteed income options.

Give Us A Call

With our guidance and support, you can be confident that your family will be well prepared for the future.