Cardinal Retirement Planning, Inc. helps you plan and prepare for the second half of retirement. We are a North Carolina based company providing personal service in Long Term Care and Medicare Planning, Social Security and Lifetime Income Planning, IRA Distribution Planning, Legacy and Income Tax Planning, Asset Allocation and Investment Management. We help you plan and prepare so you don’t have to worry about finances during your retirement.

Cardinal Advisors is an Independent Insurance Agency offering Medicare Supplement, Long Term Care, Life Insurance, plus Annuities. We help you sort through and simplify Medicare and Insurance information. Our Advisors assist in making good choices of insurance policies and we work hard to keep Medicare supplement premiums low.

Our Core Values

  • Personal Responsibility
  • Open and Honest Communication
  • Growth over Comfort
  • Value Conscious Decision Making
  • The Golden Rule