CARDINAL RETIREMENT PLANNING

These days Cardinal Retirement Planning is based in Durham, NC, with home offices in Chapel Hill, NC, and Norfolk, VA. Erica shifted to managing our business rather than advising clients, and Jacob has been invaluable as my (and our clients') right-hand man. We pair our sophisticated quantitative research with principles of financial planning to create holistic plans designed to be robust enough to weather financial uncertainties but also flexible enough to support life's surprises. Jacob and I both keep up our insurance licenses to offer complementary products on an as-needed basis. Leverage our experience in financial planning, investment management, and tax planning as we help you make sense of your dollars... Retirement planning is not a task, it is a state of mind. We help people at all stages of life envision and plan for living their own best version of years not dependent on earned income. We find joy working especially with educators and engineers (detail-oriented people to..

Also known as: Cardinal Retirement Planning, Inc

Primary location: Chapel Hill United States