Your financial confidence is our goal.
Unleashing Financial Freedom:
Investment Services in Greenville, NC
In the heart of North Carolina, Greenville stands as a beacon of economic growth and opportunity.
At Capital Financial, we're proud to extend our comprehensive investment services to this vibrant community. We believe in the power of strategic financial planning and the freedom it can bring to your life.
Experienced
Custom
Independent
Fiduciary
Your Financial Coach in Greenville, NC
Our founder, Peter J. D'Arruda, often referred to as Coach Pete, has been navigating the financial arena for almost three decades. His mission? To help you cross the 'street of life' with financial confidence. With a team of dedicated professionals, we're here to guide you on your journey to financial freedom.
As seen on
Customized Investment Strategies
At Capital Financial, we understand that every individual's financial goals are unique. That's why we offer custom-designed investment strategies that align with your objectives. Whether you're planning for retirement, looking to grow your wealth, or securing your family's future, our team is committed to delivering results that matter to you.
A Spectrum of Investment Services
At Capital Financial, we understand that every individual's financial goals are unique. That's why we offer custom-designed investment strategies that align with your objectives. Whether you're planning for retirement, looking to grow your wealth, or securing your family's future, our team is committed to delivering results that matter to you.
Focused on Your Financial Growth
At Capital Financial, your financial growth is our priority. We leverage our expertise and market insights to identify investment opportunities that align with your financial objectives. Our team works tirelessly to optimize your portfolio's performance, balancing risk and reward to drive growth and secure your financial future.
Navigating Retirement with Confidence
Retirement should be a time of relaxation and enjoyment, not financial stress. Our investment services are designed to help you build a retirement nest egg that can support your lifestyle and aspirations. We focus on strategies that generate sustainable income, helping you navigate retirement with confidence.
The Power of Diversification
We believe in the power of diversification to mitigate risk and enhance portfolio performance. Our team will help you spread your investments across a variety of financial instruments and sectors, reducing the impact of market volatility and enhancing potential returns.
Partnering for Your Success
When you choose Capital Financial, you're not just a client - you're a partner. We're committed to open, honest communication, keeping you informed about your investments and our strategies. We're here to answer your questions, address your concerns, and guide you toward your financial goals.
He founded Capital Financial to help his clients “cross the street of life.“ He and his team strive to help their clients take the worry out of living in retirement.
Known as Coach Pete to most of his clients and radio show listeners, his lifetime goal is to assist his clients in achieving the levels of success they desire.
about Coach Pete
Independent and Transparent
As an independent financial advisory firm, we provide a personal and responsive experience. We value simplicity and transparency in all our dealings. As your fiduciary partner, we communicate clearly and act in your best interest throughout the planning process.
Unbiased Financial Advice
Being an independent firm allows us to offer unbiased advice that is solely focused on your financial goals. We are not tied to any specific products or providers, which means our recommendations are based purely on what's best for you. Our independence ensures that our interests are aligned with yours, and our success is directly tied to your financial success.
Clear Communication
We believe that clear, straightforward communication is the cornerstone of a successful financial partnership. We take the time to explain our strategies and recommendations in a way that is easy to understand, ensuring you are fully informed about your financial plan. We are always available to answer your questions and address any concerns you may have.
Full Transparency
Transparency is a key value at Capital Financial. We provide full disclosure about our fees and the costs associated with our services. We believe that you have a right to know how we are compensated for our services. Our commitment to transparency builds trust and fosters a long-term relationship with our clients.
Your Fiduciary Partner
As your fiduciary partner, we are legally bound to act in your best interest. This commitment extends to every aspect of our services, from the initial financial planning stage to ongoing portfolio management. We continually monitor your financial plan and make adjustments as necessary to keep you on track toward your goals.
Building Trust Through Integrity
At Capital Financial, we believe that integrity is the foundation of a successful financial partnership. We are committed to upholding the highest ethical standards in all our dealings. Our team works diligently to earn your trust, and we strive to maintain it through our consistent, reliable service.
Provided by the Capital Financial Team
The Big Book On Retirement
Coach Pete's newest book is now available - absolutely free on this site only!The Big Book On Retirement is the eighth book from best-selling and award-winning author Coach Pete D'Arruda.
More than 20 years after publishing his first book, Financial Safari, Coach Pete is bringing yet another highly-useful tool to the masses with his latest publication.
This comprehensive and concise book helps readers navigate all the ins and outs of retirement planning.
- Learning the importance of working with a licensed fiduciary and how to choose the right one to advise you and your family.
- Understanding the investment options you have available to you in retirement and how to take advantage of a plan that best suits your needs.
- Learning how to secure Guaranteed Lifetime Income for you and your spouse.
- Learning how to organize records and documentation critical to retirement planning and beyond.
- Understanding how to defend yourself against financial and healthcare risks.
How to ensure you have a proper legacy plan in place for your loved ones.
...and much more!
A Comprehensive Approach to Investment Services
Our comprehensive approach to investment services focuses on strategies to generate adequate retirement income and ensure it lasts throughout your lifetime. We offer a structured system of wealth management through investment, financial, retirement, estate, and tax planning, customized to meet your individual financial needs.
Holistic Wealth Management
At Capital Financial, we believe in a holistic approach to wealth management. We don't just look at one aspect of your financial life; instead, we consider all the pieces as a whole. This includes your current financial status, future goals, risk tolerance, and personal values. By understanding the bigger picture, we can create a comprehensive plan that aligns with your unique circumstances and aspirations.
Retirement Income Strategies
A key focus of our investment services is creating strategies that generate a reliable income stream in retirement. We understand the importance of having a steady income that can support your lifestyle and help you enjoy your golden years without financial stress. Our team uses a variety of investment tools and strategies to help ensure your retirement income lasts as long as you do.
Estate and Tax Planning
Effective estate and tax planning can help preserve your wealth and ensure it's passed on according to your wishes. We work with you to understand your estate planning goals and create strategies to minimize tax liabilities. Whether it's setting up trusts, planning for estate taxes, or ensuring a smooth transition of assets, we're here to guide you.
Customized Financial Solutions
Every individual's financial situation and goals are unique, and so should their financial plan. At Capital Financial, we don't believe in one-size-fits-all solutions. Instead, we take the time to understand your specific needs and goals, and then we create a customized financial plan that aligns with them.
Ongoing Monitoring and Adjustments
The financial landscape is constantly changing, and so are your financial needs and goals. That's why we continuously monitor your financial plan and make necessary adjustments to keep it aligned with your objectives. Whether it's due to changes in the market, tax laws, or your circumstances, we're proactive in updating your plan to ensure it remains effective.
Ready to Take the Next Step?
If you're in Greenville, NC, and looking for investment services that put your needs first, Capital Financial is ready to assist. Schedule a free consultation with one of our financial advisors today and start your journey to financial freedom.
Personalized Financial Guidance
At Capital Financial, we believe in the power of personalized guidance. Our team of experienced financial advisors is ready to listen to your needs, understand your financial goals, and help you create a plan that aligns with your vision for the future. We're here to provide the tools and insights you need to make informed decisions about your financial health.
Comprehensive Financial Solutions
Our comprehensive suite of financial services is designed to address all aspects of your financial life. From retirement planning to investment management, tax planning, and estate planning, we're equipped to handle your diverse financial needs. We're committed to helping you navigate the complexities of the financial world with confidence and ease.
A Partnership Built on Trust
When you choose Capital Financial, you're not just getting a service provider - you're gaining a trusted partner. We're committed to building long-term relationships based on mutual trust, respect, and shared goals. We're here to support you at every step of your financial journey, providing the guidance and expertise you need to achieve your financial goals.
Take Control of Your Financial Future
Don't let financial uncertainties hold you back. Take control of your financial future with Capital Financial. Our team is ready to help you create a financial plan that reflects your goals, values, and aspirations. Let us help you turn your financial dreams into reality.
Are you ready to take the next step toward financial freedom? Contact us today to schedule a free consultation with one of our financial advisors in Greenville, NC. Let's work together to create a financial plan that's as unique as you are. Your journey to financial freedom starts here.
Dave Ramsey Smartvestor Pro
Our retirement advisors provide solid, professional investing guidance and are committed to educating and empowering every individual while providing top-notch customer service.
