Your financial confidence is our goal.
Secure Your Future Today: Capital Financial Myrtle Beach's Investment Services - Your Key to a Prosperous Retirement
Welcome to Capital Financial, where your financial happiness isn't just a dream—it's our mission. We're not just about numbers and charts; we're about people, dreams, and the joy that comes from achieving financial confidence.
At Capital Financial, we believe in the power of planning, the strength of strategy, and the value of your hard-earned money. We're here to guide you on your journey to financial happiness, whether you're just starting out or you're well on your way.
But we can't start this journey without you. That's why we're inviting you to schedule a review session with us. This isn't just a meeting—it's the first step towards your financial happiness. It's your chance to tell us about your goals, your dreams, and your worries. And it's our chance to show you how we can help turn those dreams into reality and those worries into financial confidence.
So, are you ready to take the first step toward your financial happiness? Schedule your review session today. Let's start this journey together.
Experienced
Custom
Independent
Fiduciary
Meet Capital Financial: Your Trusted Partner in the Pursuit of Financial Happiness
Welcome to the heart of Capital Financial, where our vision and values are the compass that guides everything we do. We're not just a financial institution; we're a community of dedicated professionals committed to making a difference in the lives of our clients.
Our vision is clear: to create a world where financial happiness is within everyone's reach. We believe in the power of financial freedom, the joy of financial confidence, and the comfort that comes from knowing your future is in good hands.
Our values are the pillars that support our vision. We value integrity, because we believe in doing the right thing, even when no one is watching. We value transparency because we believe you have a right to know where your money is going and why. And we value commitment because we're not just here for the good times—we're here for the long haul.
But what truly sets Capital Financial apart is our unique approach to financial planning. We don't believe in one-size-fits-all solutions. We believe in custom-tailored strategies that take into account your unique goals, needs, and circumstances. We believe in working with you, not just for you. And we believe in building relationships that last, because your financial happiness is a journey, and we're here to walk it with you, every step of the way.
Welcome to Capital Financial. Welcome to financial happiness.
As seen on
Capital Financial Services:
Your Pathway to Financial Happiness
Experience You Can Trust: Navigating Retirement with Confidence
We've spent years honing our skills and expanding our knowledge to provide affluent retirees and pre-retirees with strategies that reduce taxes and market risk. We understand the unique challenges you face, and we're here to help you navigate them with confidence.
Custom Solutions: Tailored Strategies for Your Unique Goals
We don't believe in cookie-cutter strategies. We believe in creating a custom-designed course of action that aligns with your unique goals and maximizes your results. Your financial journey is as unique as you are, and your financial plan should be too.
Independence: Personalized Service with Simplicity and Transparency
As an independent financial institution, we're free to focus on what matters most—you. We offer a personal and responsive experience, backed by our values of simplicity and transparency. We're here to serve you, not a corporate agenda.
Fiduciary Responsibility: Prioritizing Your Best Interests
As your fiduciary, we're committed to putting your best interests first. We strive to communicate clearly and with integrity, providing you with the information you need to make informed decisions about your financial future.
At Capital Financial, our services are designed with one goal in mind—your financial happiness. Let us show you the difference our commitment can make.
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
Our Commitment: Building Bridges to Financial Happiness
At Capital Financial, our commitment goes beyond mere words—it's the foundation of everything we do.
Building Long-Term Relationships: Your Success is Our Success
We believe in building long-term relationships with our clients. We're not just here for a transaction; we're here for a journey. We're here to celebrate your victories, navigate your challenges, and support you every step of the way. Because at Capital Financial, your success is our success.
High-Quality Information, Services, and Products:
Tools for Your Financial Journey
We're committed to providing you with high-quality information, services, and products to help you reach your goals. We believe in empowering you with the tools you need to take control of your financial future. From comprehensive financial planning to innovative investment products, we're here to provide you with the resources you need to make your financial dreams a reality.
At Capital Financial, our commitment to you is unwavering. Let us show you the difference that commitment can make.
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!
Our Strategies: Paving the Way to Your Financial Prosperity
At Capital Financial, our strategies are more than just plans—they're the roadmap to your financial happiness.
Exclusive Strategies: Growing Wealth and Limiting Risk
We offer exclusive strategies designed to help grow your wealth and limit risk. We understand that financial success isn't just about making money—it's about keeping it too. That's why we've developed strategies that aim to protect your hard-earned wealth while also helping it grow.
Advanced Tax Planning: Maximizing Your Legacy
We also specialize in advanced tax planning, because we believe that your money should be working for you—not for the taxman. Our goal is to help you maximize your legacy by minimizing your tax burden. We'll work with you to develop a tax strategy that aligns with your goals and helps you leave the legacy you've always dreamed of.
At Capital Financial, our strategies are your roadmap to financial happiness. Let us guide you on your journey.
Core Services: Comprehensive Solutions
for Your Financial Journey
At Capital Financial, our core services are designed to address every aspect of your financial journey.
Lifetime Income: Ensuring a Steady Stream in Retirement
We identify strategies to ensure a steady income stream in retirement. We understand the importance of financial stability in your golden years, and we're here to help you achieve it.
Client Education: Empowering You for Informed Financial Decisions
We provide tools, resources, and advice to empower you to make informed financial decisions. We believe in the power of knowledge, and we're committed to providing you with the information you need to take control of your financial future.
Investment Planning: Growing and Protecting Your Wealth
We advise on effective ways to grow and protect your wealth. We understand that successful investment is a balance between risk and reward, and we're here to help you strike that balance.
Insurance: Securing Your Future with Cost-Effective Options
We offer cost-effective options for life and long-term care insurance. We understand that insurance is about more than just protection—it's about financial confidence.
Tax Minimization Planning: Maximizing Your Return
We manage and offset taxes and other expenses to maximize your return. We believe that every dollar counts, and we're here to help you keep as many of them as possible.
Longevity Planning: Preserving Your Estate's Value
We help maximize the value of your estate and minimize taxes and other expenses. We understand that your legacy is about more than just money—it's about the future you're building for your loved ones.
Social Security: Navigating the Complexities for Your Benefit
We provide guidance on the complexities of the Social Security system. We understand that Social Security can be confusing, and we're here to help you make sense of it.
Medicare Planning: Ensuring You Get the Right Plan at the Lowest Cost
We provide objective and unbiased advice on Medicare plans. We understand that healthcare is a crucial part of your retirement planning, and we're here to help you get the coverage you need at a price you can afford.
At Capital Financial, our core services are your toolkit for financial happiness. Let us show you how to use them to their fullest potential.
Meet Our Founder: The Visionary Behind Capital Financial
At the heart of Capital Financial is a man with a vision—Peter J. D'Arruda.
Peter J. D'Arruda: The Man Behind the Mission
Peter J. D'Arruda, fondly known as Coach Pete, is the driving force behind Capital Financial. With nearly three decades in the financial arena, he's a best-selling author, radio and television host, and a respected investment advisor and fiduciary. But more than that, he's a man with a mission to make financial happiness a reality for his clients.
Crossing the Street of Life: Coach Pete's Mission
Coach Pete's mission is simple yet profound—to help his clients "cross the street of life." He and his dedicated team strive to take the worry out of living in retirement. His goal is to guide his clients safely across the complex intersections of financial planning, investment strategies, and retirement income. His lifetime goal is to assist his clients in achieving the levels of success they desire.
At Capital Financial, we're not just about financial planning—we're about life planning. And with Coach Pete at the helm, you can rest assured that you're in good hands.
Media Presence: Capital Financial in the Spotlight
At Capital Financial, we believe in sharing our knowledge and insights not just with our clients, but with the wider community as well.
Financial Safari TV Show: Your Guide to the Financial Jungle
We invite you to tune into the latest episode of the Financial Safari TV Show. Hosted by our very own Coach Pete, the show is a treasure trove of financial insights, tips, and strategies. It's your guide to navigating the complex jungle of financial planning and investment.
Dave Ramsey Smartvestor Pro: A Testament to Our Commitment
Our founder, Peter D'Arruda, isn't just a financial advisor—he's a Dave Ramsey Smartvestor Pro. This title is a testament to his commitment to providing solid, professional investing guidance. As a Smartvestor Pro, Coach Pete is committed to educating and empowering individuals while providing top-notch customer service.
At Capital Financial, our media presence is just another way we're committed to your financial happiness. Tune in, learn, and let us guide you on your journey to financial success.
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.
Take the Next Step:
Your Journey to Financial Happiness Starts Here
At Capital Financial, we're ready to guide you on your journey to financial happiness. But the first step? That's up to you.
Schedule Your Free Consultation: The First Step to Financial Freedom
We invite you to schedule a free consultation with one of our financial advisors. This isn't just a meeting—it's the start of your journey to financial happiness. It's your chance to tell us about your goals, your dreams, and your worries. And it's our chance to show you how we can help turn those dreams into reality and those worries into financial confidence.
So, are you ready to take the first step? Schedule your free consultation today. Let's start this journey together. Your financial happiness is waiting.
