Doug Amis's Contact Details

Doug Amis's Company Details

Cardinal Retirement Planning, Inc.

Durham, North Carolina, United States • 6 Employees
Financial Services

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.