“It is understood that financial advice is both science and art, but too often passion is a missing ingredient. The passion and expertise of these team members are essential to the Cardinal Retirement Planning’s overall ability to provide high quality service to all of our customer base,” said President and CEO, Doug “Buddy” Amis, CFP®. “I couldn’t ask for a more dedicated and talented team.”
ABOUT CARDINAL RETIREMENT, INC.
Cardinal Retirement Planning, Inc., (Cardinal) is an independent wealth management firm based in Chapel Hill and Durham, North Carolina. At Cardinal, life is not a mathematical equation and people are not treated like numbers. Cardinal’s recommendations apply financial planning principles and tax code citations while incorporating practical, real-world solutions that are unique to each client’s needs. As representatives of the investment advisors, Cardinal’s advisors act as trustees; This means that Cardinal’s team of advisors puts clients’ needs first and that conflicts of interest are shared and mitigated. There is no sales pitch. There is no smoke and mirrors. The client’s goals become Cardinal’s goals. The Cardinal team provides clients with timely and ongoing financial planning and advisory, portfolio management and econometric advisory services. Cardinal’s proprietary portfolio allocation software, PADME, allows the team to analyze and allocate all types of assets and investments, including stocks, bonds, mutual funds, real estate and alternatives. Cardinal works primarily with pre-retirees and retirees, as well as affluent clients, corporations and non-profits who often have goals other than retirement. Cardinal assists clients in many areas, including cash strategy, retirement planning, tax planning, estate planning, insurance reviews, alternative assets, and college planning. To learn more about Cardinal Retirement Planning, Inc., please visit: www.PlanWithCardinal.com
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SOURCE Cardinal Retirement Planning, Inc.