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Provided by the Capital Financial Team

7 Baby Steps to a Ridiculously Reliable Retirement Income

Coach Pete's best-selling book available absolutely free.

With this free resource, you'll discover:
  • This ain't your father's retirement

  • How to plan for the unexpected

  • Why Social Security isn't enough

  • Inflation protection strategies

  • The current state of pensions

  • How to have lifetime income

  • If you need an annuity

  • ...and much more!

As seen on

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FOX News
Barrons
CNBC
Forbes
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USA Today

Financial planning is among the most important work you will ever do as it will affect every other area of your life. I would be the first to admit that money is not as important as your family, friends, faith, or health, but money will affect how you deal with and take care of each of these parts of your life.

In these pages, you will find seven simple steps designed to help you reach your financial goals. I emphasize “your” financial goals as the dreams and aspirations you have for your own retirement are the only ones that matter. Retirement is not an age, it’s an amount of money. Whether you want to sit on the porch in a rocking chair and enjoy the passing seasons or climb the tallest mountains and hang glide on every continent on earth, it’s your choice, and those choices will affect the scope and nature of your retirement financial plan.

Contact Us

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Interested in getting started with our Financial Planning Services? Contact our team at one of our offices in Raleigh, Greenville, Wilmington, or Myrtle Beach today for a no-obligation financial review.

Let Capital Financial USA be your partner in financial planning.

Contact Us

Interested in getting started with our Financial Planning Services? Contact our team at one of our offices in Raleigh, Greenville, Wilmington, or Myrtle Beach today for a no-obligation financial review.

Let Capital Financial USA be your partner in financial planning.

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