At Cardinal Estate Planning, we believe that the most effective plans are the result of collaboration. This involves collaborating closely with our clients, of course, as well as with synergistic professionals, whether they refer clients to us or we refer clients to them. Our synergistic professional “partners” include Certified Financial Planners, tax advisors, insurance professionals, Certified Public Accountants, investment advisors, and financial consultants. By working together, we can ensure each and every client receives the best possible counsel and service.
We recognize that fellow professionals have unique processes and methods of client interaction. Whatever your approach, we can work within your system. Our primary goal is to meet the needs of our clients, and we welcome the opportunity to accomplish this in collaboration with you.
If you would like to schedule a synergy meeting, please fill out the form below or simply call our office. Let’s talk soon.