Detailed & Thoughful Service

Our team of professionals are trained in:

Financial Planning & Investment Management

Competitive services that go beyond the conventional bank or stockbroker.

Employer-Sponsored Retirement Plans

Advisors with a wealth of knowledge, from 401(k) plans to deferred compensation agreements.

Retirement Income Planning & Social Security

Creation of tax-efficient and risk-managed distribution plans that account for Social Security.

Long-Term Care Funding

Clear options for funding long-term care expenses from your portfolio.

Tax Planning

Detailed projections, analysis, and transaction guidance. Experienced with NUA.

Medicare Benefits & Surcharges for High-Earners

Detailed enrollment analysis for Medicare beneficiaries, including federal & state employees and high-income clients.

Our services are provided by trained advisors who have hands-on experience managing client funds and their insurance policies and coordinating tax-efficient distributions. Advisors work as a team ensuring continuity of service and deep relationships. This retirement may be your first time, but it is not our first time.

Leverage our shared experience, spanning hundreds of families across geographic areas and industries. Clients of Cardinal Retirement Planning, Inc. accumulated their wealth as executives, business owners, accountants, professors, and other hard-workers in all types of industries. We can help you distribute your wealth to create a lasting retirement income stream while ensuring you can leave a legacy.

Cardinal works virtually with clients across the United States. We have local offices in Chapel Hill, NC; Durham, NC; and Norfolk, VA. We offer initial consultations with no obligations.