Coach Pete D'Arruda
Coach Pete 2018 Sizzle
This is "Coach Pete 2018 Sizzle" by Financial Safari on Vimeo, the home for high quality videos and the people who love them.
He has authored 8 books and co-authored 8. Two of his books have reached the best-sellers list on Amazon. The most noteworthy book, Successonomics, is one that Coach Pete co-authored with Steve Forbes. But, by far, his favorite book just happens to be his most recent, 7 Baby Steps to a ridiculously Reliable Retirement Income. His newest book, AMERICA ASKS COACH is a great read as well.
He has just been named to the prestigious Forbes Leadership Council and will be submitting at least 6 articles a year to Forbes. He is a graduate of The University of North Carolina.
He is a proud father of daughter, Caroline, age 19 with his wife, Kim.
A+ rating with the BBB (Better Business Bureau) and the National Ethics Association.
A fiduciary is any person or institution that has the power to act on behalf of another in situations that require great trust, honesty, and loyalty.
His radio show, "The Financial Safari" first aired in 2005 and can be heard weekly on more than 50 stations nationwide. Other Shows founded and hosted by Coach Pete are AMERICA'S 401K SHOW, ROCK ON RETIREMENT, and A+ RETIREMENT. All these shows are heard weekly throughout North Carolina and much of the nation.
Also known as the King of Income Planning, Coach Pete's approach to systematic, lifetime income planning is followed by many who wish to reduce retirement worries.
The firm provides personalized investment and income strategies as well as tax and estate evaluation for all sizes of portfolios and estates.
Call today and see if this is the family atmosphere you've always wanted.
Our Team
Marty is a Retirement & Wealth Strategist and he has 25 years of experience overseeing client investment portfolios that are based on a personalized account planning, risk minimization, disciplined professional money management and tax efficient retirement income planning. Marty specializes in protecting wealth that clients have already accumulated and establishing plans to meet future income goals in retirement.
Marty received a Bachelor of Arts degree in Economics from the University of North Carolina-Chapel Hill, where
he also received a 4-year basketball scholarship to play for the legendary coach, Dean Smith.
As a Chartered Financial Consultant (ChFC®) and a Registered Financial Consultant (RFC®), Parker Holland provides personalized needs-based analysis to develop customized solutions to ensure a client's needs are met at every life stage. Parker maintains client relationships and ensures a high-quality experience for
each and every client while developing tailored solutions that meet long-term financial goals and objectives.
A graduate of Campbell University with a Bachelors degree in Trust and Wealth Management, minor in Financial
Planning and a Masters in Business Administration.
Born and raised in Apex, Parker has been apart of the community all his life. He enjoys spending time with his
family as well as working and volunteering around various community associations.
Parker's specific financial credentials and designations provide him with a fiduciary duty and responsibility to
all his clients. Parker is licensed to sell North Carolina life, disability and long-term care insurance and holds his FINRA Series 66 Securities licenses.
1992
10-19 Employees
701175
NCVASC
Angier, Broadway, Buies Creek, Carrboro, Cary, Chapel Hill, Clayton, Coats, Durham, Fuquay Varina, Garner, Holly Springs, Knightdale, Moncure, Morrisville, New Hill, Pittsboro, Raleigh, Sanford, Wake Forest, Willow Spring
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Income Planning has been at the heart of each plan that Coach Pete and his team have designed over the years. Find out how you can get a reliable, safe, and guaranteed income stream today for you and your family!
Investment Advice & Management, Financial Advice & Consulting, Estate Planning & Trusts, Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Money Management
Life, Long Term Care, Annuity, Disability
Million Dollar Roundtable, National Association of Insurance and Financial Advisors (NAIFA)
Stocks, Annuities, Insurance, Alternative Investments, Socially Responsible Investments (SRI)
Our Office, Phone, Email, Your Office, Your Home, Video Conference, Our Offices
Fee-Based
Based on Assets, Hourly, Flat Fee, Commissions
0.07
$299
Only charge a planning fee when agreed upon in advance.
$100
$250
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300
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500+
Yes
The biggest mistake we see for retirees is they invest the same way in retirement as they did while working. The 3 big topics for retirement are
1. Capital preservation,
2. Cash flow and
3. Liquidity.
All are equally important ingredients for success.
This opens up a much, much larger universe for investing.
Generally, most people do not know the role insurance strategies play in retirement. There is no cookie cutter use of insurance in retirement.
There are special products and strategies that have been specifically designed to protect against Long Term Care, Guaranteed income flow, tax free distribution to heirs and more.
Do you have a customer satisfaction or refund policy?
Why should I choose you as my financial advisor?
What are your qualifications? What is your education background?
How do you charge for your services?
How are you compensated? How will I pay for your services?
WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest.
https://www.capitalfinancialusa.com/home/
Additional Detailed Disclosures
Investment Advisory services offered through Capital Financial Advisory Group, LLC. Capital Financial Advisory Group, LLC provides general information on this website, not individually targeted personalized advice. Information and advice provided here is not an offer to buy or sell securities. Before commencing an investment program we recommend you seek independent professional legal, tax and investment advice as to whether it is suitable for your particular needs and circumstances. Failure to seek detailed professional, personally tailored advice prior to acting could lead to you acting contrary to your own best interests and could lead to losses of capital. Nothing contained herein should be construed as a warranty of investment results. All information provided or contained in this portion of the Web site is the property of Capital Financial Advisory Group, LLC, and should not be reproduced, copied, redistributed, transferred, or sold without the prior written consent of Capital Financial Advisory Group, LLC. All rights reserved. Before deciding on an annuity, you should consider your income needs, risk tolerance and investment objectives. Fixed Insurance and Annuity product guarantees are subject to the claimspaying ability of the issuing company.
When: 12/22/2017 | By:
Location:
Details: Coach Pete is interviewed about 6 key financial planning topics....
When: 10/17/2017 | By:
Location:
Details: Avoid These 3 Retirement Landmines to Guarantee Your 401(k) Survival...
When: 08/24/2017 | By:
Location:
Details: The exchange-traded funds, which use algorithms to invest, are better in steady markets....
I was an Executive Producer of the "VISIONEER" movie featuring Peter Diamandis.
