Cardinal Retirement Planning, Inc. Email Format

Financial ServicesNorth Carolina, United States2-10 Employees

Cardinal Retirement Planning, Inc. is a Durham, North Carolina-based financial services firm that provides financial planning, consulting, and investment advisory services. As a registered investment advisor, it operates under fiduciary standards and concentrates on retirees and pre-retirees, their families, and business clients. The organization emphasizes a personalized approach delivered by a compact team that includes economists and Certified Financial Planner professionals.

It works with a broad range of accounts and wealth-transfer structures, including 401(k)s, 457 plans, SEP-IRAs, and Roth IRAs, as well as trusts such as ILITs, IDGTs, and RLTs, together with intergenerational wealth transfers and tax planning. It designs and implements retirement income strategies that integrate legal and tax considerations to support clients in meeting their retirement goals. A notable historical development is the 2018 launch of a new version of its website.

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