Advice to set up financial products. Service after they are in place.

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Welcome to our group of friends and family

Our website is designed to educate you. We're here to help you use that information to help yourself. I established Cardinal Rule at the turn of the century to translate financial jargon into workable strategies, put those strategies in place, and help them stay on track as the years go by.

We want to know: If you could make a wish about your money what would it be?  Independence? More Income? Less Taxes? Leaving a legacy that is more than a messy drawer of papers? Getting everything you can from your employee benefits?

We're here to learn your story and come alongside you to help you find the questions you need to get to the answers you want.

Our Mission at Cardinal Rule is helping many as possible, as much as possible, as often as possible.

Arranging a visit is easy. Call and tell us what is convenient for you. We are available by appointment only, but will do everything possible to accommodate your schedule. Call (616) 988-1295 anytime. Or contact us to make your appointment request.

 

**NEW Client account access is now available. Please e-mail us for more information an the get enrolled today!