facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

The Cardinal Success Journey™ 

A Retirement Guide to help you understand where you are,

and get you to where you wish to be. 

Hello, my name is Anthony Aulffo CFP(R) and I’m the proud owner of CWG.
Click the video for a special message on how to get started.

Get Started: Schedule Your Call HERE

Your Retirement Roadmap

Tax Return Analysis

Investment Analysis

Retirement Proposal

We are retirement planning experts and do our best work with :

Aged 50+

Retirement investors over age 50 who are retired or preparing for retirement with the next 10 years.


Diligent savers who have accumulated investments of $500,000 or more. (Excluding Real Estate)

Expert Guidance

People who value hiring an expert because they know their retirement is too important to manage it alone.

Cardinal Success Journey

Our 3-step process will evaluate where you are, and guide you to where you wish to be.

Step 1: Listening Session

An intro call will ensure that your expectations and needs meet our specialty. We will get to know each other and discuss your financial life to determine if CWG is potentially the right financial partner for you. Schedule your meeting to get started HERE

Step 2: Discovery Meeting

Meet with us in person or virtually. During this meeting we get crystal clear on your goals, needs, and concerns. We will obtain any relevant financial information to prepare for the discovery meeting.

Step 3: Finalize a Plan

At the next meeting we will review our findings & recommendations. In plain English, we will explain exactly what you can do to improve your retirement plan, lower taxes, and optimize your investments before you pay us a dollar or trust us with a penny of your nest egg.

At the end of the process, we'll simply ask you to think about it. We are looking for long-term relationships, not a quick transaction. If you decide that we are not a good fit, we will happily help you find another professional, if needed. There's never a "hard sell" or pressure to say yes.

Let's Get Started!

Schedule an Initial Appointment

Schedule Meeting

Not Ready To Get Started? 

Grab a copy of my book called 7 Retirement Secrets No One Has Told You

Download a Copy of My Book