Our Approach

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Planning For Your Future.

The ultimate goal of financial planning is to provide you with a sense of confidence and financial freedom. No one knows for sure what the future holds, but let us help you prepare for it as much as possible.

1-on-1 Attention

Individualized attention from Justin means you'll consistently have financial confidence.

Custom Plan

No two life plans are the same. You'll get a plan that reflects your goals

Meet Justin Schrinel

Justin started his career in the financial world at Merrill Lynch in 2007. In 2012, Justin decided to join a small firm in Innsbrook and this firm worked alongside LPL Financial. In 2015 Justin started Cardinal Wealth Management and still continued to maintain his relationship with LPL Financial. LPL has been around for over 30 years and is a Fortune 500 company. Whether it’s research and analytics, their compliance department or proactive surveillance team, LPL works hand and hand with their advisors to help provide the best route for a client’s financial future.
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Meet Justin Schrinel

Justin started his career in the financial world at Merrill Lynch in 2007. In 2012, Justin decided to join a small firm in Innsbrook and this firm worked alongside LPL Financial. In 2015 Justin started Cardinal Wealth Management and still continued to maintain his relationship with LPL Financial. LPL has been around for over 30 years and is a Fortune 500 company. Whether it’s research and analytics, their compliance department or proactive surveillance team, LPL works hand and hand with their advisors to help provide the best route for a client’s financial future.
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Our Process

Step 1

We get to know you, your financial goals, timeline and risk tolerance. This helps guide us when putting together your personalized plan.

Step 2

We’ll develop a financial plan with several options to help dictate the best direction for you, your goals, and your needs.

Step 3

We implement whatever plan you decide on, and create a schedule for follow-up calls and annual reviews.

Our Process

Step 1

We get to know you, your financial goals, timeline and risk tolerance. This helps guide us when putting together your personalized plan.

Step 2

We’ll develop a financial plan with several options to help dictate the best direction for you, your goals, and your needs.

Step 3

We implement whatever plan you decide on, and create a schedule for follow-up calls and annual reviews.