Financial Planning
Personalized planning for retirement, education, cash flow, and wealth
Cardinal Compass
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About Cardinal Compass
Cardinal Compass provides personalized financial planning, investment management, and risk management services. Its work includes retirement planning, education savings, cash flow management, wealth transfer, portfolio management, advisory services, tax planning, and asset allocation. Risk planning covers asset protection, income planning, life insurance, and disability and long-term care protection. The firm develops customized strategies by aligning clients' assets with their goals and priorities, then adjusts plans as needs change. Cardinal Compass also collaborates with professionals across specialized fields to help address clients' financial needs. Jennifer Mayes founded the firm after a decade of advising clients and holds financial industry registrations and insurance licenses. The firm is located in Denver.
Disclosure: Profile information has been compiled from publicly available sources and has not yet been verified by the business.
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Services & specialities
Highlights
Investment Management
Portfolio management, advisory services, tax planning, and asset alloc
Risk Management
Strategies addressing asset protection, income, insurance, and care ne
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