CRP provides financial planning, consulting, and investment advisory services. As a registered investment advisor CRP works within the fiduciary standard of care specializing in advising retirees & pre-retirees, their families, and businesses. As a small business we provide personalized service with a team of economists, Certified Financial Planner™ professionals, and other specialists. By focusing on the retiree and pre-retiree market, we have experience with all types of investment accounts (e.g. 401(k), 457, SEP-IRA, Roth IRA, and more), trusts (ILIT, IDGT, RLT, and more), and intergenerational wealth transfers & tax planning. CRP fully implements retirement income plans that incorporate legal and tax guidance in a tax-efficient manner to help clients retire with confidence.Views expressed here are my own, do not reflect the views of Cardinal Retirement Planning, Inc. (“Cardinal”), and should not be taken as financial advice. Advisory services are offered by Cardinal, a Registered Investment Advisor domiciled in the State of North Carolina. Insurance products and services are offered through DAmis, Inc., an affiliated company. Advisory and insurance services are only offered in the states in which these companies are duly registered and licensed. Cardinal is not affiliated with or endorsed by any government agency and is not engaged in the practice of law.

DCLT is a community land trust that develops, manages, and advocates for permanent affordable housing in Durham, NC.

Cardinal Advisors and Cardinal Retirement Planning, Inc. were partner companies for almost 9 years, but separated in May of 2021.I earned a promotion to Vice President of Cardinal Advisors in 11/2016, I purchased Cardinal Retirement Planning, Inc. in 2018, and resigned from Cardinal Advisors in May of 2021 to fully focus on Cardinal Retirement Planning, Inc.Trained and hired 50+ insurance agents over 8.5 years at Cardinal Advisors, with multiple agents producing more than $100,000 of annual premium in health insurance sales, and personal production in the millions for life and annuity premium.MDRT Court of the Table 2019