5 Keys to a
Successful Retirement

Instant download. No cost. No obligation.
Instant download.
No cost. No obligation.
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Developed by the Capital Financial Team
With this free resource, you'll discover:
  • Shifting Your Perspective

  • Mitigating Financial Risk

  • Understanding Purpose

  • Distribution Rules

  • Maximizing Social Security

  • Long Term Care Facts

  • Your Break Even Point

  • ...and much more!

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5 Keys to a Successful Retirement is your guide to a better retirement.
No one, no matter how smart they claim to be, has a crystal ball allowing them to see into the future.

What we can identify is a need for safe, reliable income in retirement. This isn’t an income that lasts ten or twenty years, but one that is guaranteed for your entire lifetime.

We hope this resource will help you as you begin your retirement journey, providing essential keys to pay attention to as you prepare for retirement.
Box set includes

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VIDEO SERIES
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Financial Bestseller
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Companion Guide
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Reports & Guides

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VIDEO SERIES

This video series starring Coach Pete D'Arruda covers five core topics that will open up the door to understanding the nature of a successful retirement. Topics include Shifting Your Financial Perspective, Understanding an Investment's Purpose, Mitigating Financial Risks and more!
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FINANCIAL BESTSELLER

Included in the box set is one of Coach Pete's bestselling books that explore various aspects of retirement planning. Known for writing in an engaging, fun way, Coach Pete brings many topics to light that we all need to know and understand as we begin to prepare for a secure retirement.
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Don't let greed overwhelm your sense of security. Avoid foolish risks with your retirement savings.
Peter J D'Arruda (Coach Pete)
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COMPANION GUIDE

Our companion guide expands on the educational content discussed in the video series, providing a deeper understanding of the concepts and how to proactively incorporate them in your own life.
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REPORTS & GUIDES

Every box set comes loaded with an assortment of our most recent reports and guides that address topics ranging from Medicare options to the importance of using a fiduciary advisory firm.
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Download a complimentary digital edition of the companion guide