Cardinal Pointe Financial Group

10/15/2026

Creating fall memories, one wreath at a time. 🍂✨Thank you to our clients and friends who spent the afternoon crafting, connecting, and celebrating the season with us. And thank you to @ for having us!

10/14/2026

Giving back is one of the most meaningful ways to strengthen our community. Join the Cardinal Pointe Financial Group team on National Day of Service as we come together to make a positive impact, support our neighbors, and create lasting change. We'd love to serve alongside you!

10/13/2026

Taco 'bout a great day! 🌮 Last week's Taco Tuesday was the perfect midweek boost, it is moments like these make our workplace special. ✨

10/08/2026

Join us in celebrating a special milestone! Thank you, Liz, for your dedication, hard work, and the difference you make every day. Here's to five years of success and many more to come! 🎉

10/07/2026

Happy World Financial Planning Day! Whether you're saving for retirement, funding education, planning a legacy, or pursuing your next big goal, having a strategy in place can help bring clarity and confidence to your financial journey.

We're honored to help clients navigate what matters most. Ready to take the next step toward your goals? Let's talk about creating or updating your financial strategy.

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10/05/2026

We're proud to share that one of our advisors, Cheryl Burress, was recently featured in the Louisville Business First offering valuable insights on managing finances while supporting multiple generations.

From caring for aging parents to helping children build their futures, balancing financial responsibilities across generations can be challenging. Read the article to learn practical tips and strategies for navigating these important life stages.

📖 Read the full article here: https://bit.ly/4hG7cyh

10/02/2026

Team trip recap, Part 1: The kickoff. 🎉 Throwing it back to the first night of our all-team event! Nothing beats putting faces to Teams calls and spending time with the people who make the work worthwhile. ✨

09/30/2026

Open Enrollment season is a great reminder to take a fresh look at your benefits strategy. From healthcare coverage to supplemental benefits, asking the right questions now can help you avoid surprises later.

We've outlined the most important questions to consider in our latest article.

🔗 Visit our website to read more: https://bit.ly/4zs9wQP

09/29/2026

A little belated, but no less celebrated! Please join us in congratulating Connor on his marriage earlier this summer. We wish him and his spouse a lifetime filled with love, happiness, and unforgettable memories.💍❤️

09/28/2026

We proudly sponsored this fundraiser for the Hildegard House this past week and are grateful for the opportunity to make a positive impact in our Louisville community.

Thank you to Cardinal Pointe Financial Group, for sponsoring Cocktails for Compassion 2026!

Your generosity helps make it possible for Hildegard House to provide a caring home and compassionate end-of-life care for people who need both. We’re grateful to have you alongside us.