Broker Check
 

Gregory R. Metcalf
RFP®, RFC®, CWF®, AIF®


Richard J. Desman
CFP®, CLU®, ChFC®


Sue Pevac

 
626 North 4th Street
Steubenville, Ohio 43952

740.314.8342
Fax: 740.275.4276
gmetcalf@1stallied.com
 

18 Years Worth of Days Bridging the Confidence Gap Tuning Your Social Security Benefit Saving for College 101

Experience Matters in Today’s Financial Environment

Welcome, we’re Cardinal Wealth Management LLC, a Wealth Management and Financial Planning firm in Steubenville, Ohio. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether you goal is saving for retirement, college savings, or estate strategy, our personalized service focuses your needs, wants, and financial goals and objectives.

Our Financial Planners and staff have over 85 years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life, please call 740-314-8342.

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When Heirs are Imperfect

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Use this calculator to estimate your capital gains tax.

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Estimate how much you have the potential to earn during your working years.

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Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

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Determine your potential long-term care needs and how long your current assets might last.

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Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

5 Smart Investing Principles

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Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

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It Was the Best of Times, It Was the Worst of Times

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Where Is the Market Headed?

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Suddenly Single: 3 Steps to Take Now

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Emerging Market Opportunities

What are your options for investing in emerging markets?

A Bucket Plan to Go with Your Bucket List

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Coaches

Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.

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