Protecting your financial future
Headquartered in Apex, Capital Financial Advisory Group works to help clients protect their financial futures.
The team at Capital Financial provides a structured system of wealth management tools to help clients protect their wealth through investment, financial, retirement, estate and tax planning services. Each of these services is customized to meet the individual needs of clients.
Financial coach Pete D'Arruda and his team specialize in helping pre-retirees in their late fifties and early sixties remain financially secure in any economy. Capital Financial’s philosophy is simple — help people accumulate wealth while protecting their assets and planning for a healthy retirement.
Market Correction Action Plan - how one can keep you on course in good and bad times
When the financial market experiences highs and lows, it is beneficial to have a Market Correction Action Plan in place to help you navigate your next steps with logic instead of emotion. Fiduciary planner Peter J. D'Arruda explains why planning for your financial future means preparing for the unexpected.
6 financial blind spots to be on the lookout for
Fiduciary planner and experienced financial coach Peter J. D'Arruda reveals six financial blind spots to help you prevent common monetary missteps and better manage your finances.
How an 'advance-and-protect strategy' is vital in your retirement plan
As you begin to approach retirement age, it becomes crucial to have a sum of money safely set aside. Using Capital Financial's advance-and-protect strategy, individuals can ensure their retirement funds are safely stored away.
Ready to retire? Here are 5 keys to successful retirement
Retirement isn't something that happens, it's something you plan for. Fiduciary planner Peter J. D'Arruda weighs in on five keys to a successful retirement that will help you better prepare for your golden years of unemployment.
How 'color-coding' your money can help you prepare for retirement
Saving up for retirement can be simpler than you might think. At Capital Financial the color-coded bucket strategy helps people ensure that they'll have a protected nest egg come retirement.
Why you need to routinely update your life insurance policy
Much like other insurance policies, the terms and stipulations of life insurance are constantly changing. It's crucial for individuals to regularly reevaluate their life insurance policy to determine if coverage is still adequate for their needs.